Navigate to the Team page.

Click the New User button near the bottom of the page.

A form will appear. Fill out all required fields with your new team member's information. This includes First Name, Last Name and Email.

Now fill out the Permissions section of the form. The Role you set will determine how much access the user will have. Learn more about roles in our related article. If you're a multi-location business, the Location(s) field let's you select one or multiple locations. This determines which locations the user has access to.

Click the Create button. You'll see an alert that the user you've created has been invited to join.

Let the invited team member know to check their inbox for the invite email. If they don't see it, it may be in their spam or promotions folder.

The invited team member should then follow the instructions in the email to join, these steps are outlined in the Join a Team section below.

Open the invite email.

Copy the temporary password included in the email, you'll need it shortly.

Follow the link from the email to verify your email address.

You should now be on the login screen. Log in with the email address where you received the invite and the temporary password that was included in the email.

Once you successfully log in, you'll be prompted to set a new password. Fill out the form provided to set your password.

You should now have access to the application. If you find yourself needing higher permission levels, contact the team member who invited you and have them update your role.

Navigate to the Team page.

You'll see a list of all existing team members. Click the More Icon (...) to the right of the user you want to modify, then click Edit from the list of options.

An Edit User form will appear. Edit any information you'd like to update.

Click the Save button at the bottom of the form to save your updates.

Navigate to the Team page.

You'll see a list of all existing team members. Click the More Icon (...) to the right of the user you want to modify, then click Deactivate from the list of options.

A pop up will appear asking you to confirm you'd like to deactivate the team member. Click the Confirm button.

Your team member will now be deactivated. They will be logged out of any existing sessions and will encounter an Account Deactivated prompt if they try to access NextME again.

Navigate to the Team page.

You'll see a list of all existing team members. Click the More Icon (...) to the right of the user you want to modify, then click Reactivate from the list of options.

A pop up will appear asking you to confirm you'd like to reactivate the team member. Click the Confirm button.

Your team member will now be reactivated. The next time they login, they'll be able to access NextME as usual.