Adding Team Members and Administrators

To add a Team Member to your account, go to your name, listed in the top Right of the Navigation bar.

Click the "Setup" button in the dropdown.

On the right side of the "Setup" page, choose "Team Member Management" from the right side navigation bar.



Each account has a certain number of Administrator and Team Member seats for their account. If you have available seats, you can click the "Add Team Member" button, add the Team Member information and select either "Administrator" or "Team Member" for their access level.

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Should you need to add additional seats to your account, you can click on the Grind Wheel, on the upper right corner of the light blue box (under +Add Team Member) and you can add more seats of either permission level.

Team Administrators have equal right to that of the owner EXCEPT they cannot add or remove team members. Nor can they change the payment information or upgrade/downgrade/cancel the account. Team Administrators can create properties, complete tasks for other team members and create/edit action plans.

Team Members can be assigned tasks and only see those properties which they are assigned to. They cannot create/edit action plans or add new properties. They can access all contacts associated with the account.



Upon selecting a team member, you will be given the option to assign one or many properties to this new team member. You must use the same role for each property when assigning a brand new team member.



Once you invite a new team member, they will instantly receive an email with a link to create their own profile within Nekst. Team Administrators can instantly begin working within Nekst and Team Members can see those transactions/tasks which they have been assigned.

Updated on: 10/21/2024