Adding Team Members and Managing Seats

Your Team Pro account lets you bring your whole team into Nekst — transaction coordinators, assistants, buyer's agents, and anyone else who plays a part in your transactions. Every person you add gets their own login, their own task list, and one of two access levels that controls what they can see and do.

This article walks through choosing the right access level, adding a team member, and managing the seats on your account.

The two access levels

Before you add someone, decide which access level fits the work they'll be doing:

Team Administrators have equal rights to the account owner with three exceptions: they cannot add or remove team members, they cannot change payment information, and they cannot upgrade, downgrade, or cancel the account. Beyond that, they can do it all — create transactions, build and edit workflows, assign tasks, change due dates, and complete tasks on behalf of other team members. This level is built for the people who run your operation, like a transaction coordinator or team leader.

Team Members can complete their own tasks and leave comments, and they only see the transactions they've been assigned to. They cannot create transactions, edit workflows, or change due dates — but they can access all of the contacts associated with the account. This level is built for the people who work the plan, like a buyer's agent or showing assistant.

A simple way to decide: should this person be able to change the plan, or just work the plan? People who change the plan are Administrators; people who work the plan are Team Members.

Step 1: Log in as the account owner

Only the account owner can add or remove team members and purchase seats, so everything below happens from the owner's login.

Step 2: Open Team Member Management

1. Click Settings in the navigation menu.
2. Select Team Member Management.

At the top of the page, you'll see your current seat usage for each access level — for example, Team Member Seats (0/0) and Administrator Seats (0/1). "Seats Included" are the seats that come with your platform fee, and "Additional Seats" are any extra seats you've purchased beyond those.

Step 3: Purchase additional seats (if needed)

If all of your included seats are already filled, you can add more — one at a time, whenever you need them:

1. Click the gear icon in the upper-right corner of the seat usage box.
2. Adjust the number of Team Member or Administrator seats you'd like.
3. Check the box to agree to the change in your subscription.
4. Click Submit.

Additional seats are billed monthly on a recurring basis. If you remove a user, their seat is freed up and can be given to someone new — you're never paying for the same seat twice.

Step 4: Add the team member

Once you have an available seat:

1. Click the blue Add Team Member button at the top of the page.
2. Enter the person's First Name, Last Name, and Email Address.
3. Choose their Access Level — Team Administrator or Team Member.
4. Click Save.

What happens next

The person you added instantly receives an email invitation with a link to create their own profile and password.

• Team Administrators can begin working in Nekst right away — they see everything on the account.
• Team Members only see the transactions and tasks they've been assigned. If a new Team Member logs in and sees an empty screen, it usually just means they haven't been added to a transaction yet.

Need to resend the invitation? Click the blue message icon next to their name in the Team Member list.

Pro tip: pre-assign a Role and auto-add to every transaction

If a team member plays the same role on every deal — your transaction coordinator is the obvious example — you can save yourself the step of adding them to each new transaction manually.

Open that team member's record on the Contacts page, and you'll find two settings:

• Auto-Assign Role(s) — choose the role (or roles) this person plays, like Transaction Coordinator. Whenever you add them to a transaction, they're automatically given this role, so you never have to select it each time.
• Add to every Transaction when created — check this box, and this team member is automatically added to every new transaction the moment it's created, already in their pre-assigned role.

Together, these two settings mean your coordinator never has to be manually invited to a deal again: every new transaction launches with them already on it and their tasks already assigned.

Next step: put your team to work

Now that your team is in Nekst, the next thing to understand is how tasks get assigned, shared, and completed across the team — see The Basics of Assigning Tasks.

Updated on: 06/12/2026