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Team and Users

Learn how to invite, edit, deactivate, and manage team members and their access levels in NextMe.

Updated over a week ago

Invite team members, assign their roles and locations, and manage access from the Team page. Each person gets their own login so you can track activity and control what they can see and do.


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When to Use This Article

  • You want to invite a new team member to your NextMe account

  • A team member needs instructions for joining the team after receiving an invite

  • You want to edit, deactivate, or reactivate a team member

  • You want to understand the status badges shown in the team list


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Inviting a Team Member

Your Role must be Business Owner, Location Manager, or Regional Manager to invite new team members. The Employee role does not have permission to invite users.

  1. Go to the Team page.

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

  3. Fill out the required fields: First Name, Last Name, and Email.

  4. Fill out the Permissions section:

    • Role - Determines the user's access level. See Roles and Permissions for a full breakdown.

    • Location(s) - For multi-location businesses, select which locations this user should have access to.

  5. Click Create. The new user will receive an invite email at the address you provided.

  6. Let them know to check their inbox - the invite may land in spam or promotions if they don't see it right away.

  7. They can follow the Joining a Team steps below to complete setup.


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Joining a Team

These steps assume you have already received an invite email. If you haven't, ask a Business Owner, Regional Manager, or Location Manager on your team to send you one.

  1. Open the invite email.

  2. Copy the temporary password included in the email - you will need it in the next step.

  3. Follow the link in the email to verify your email address.

  4. On the login screen, sign in with the email address where you received the invite and the temporary password from the email.

  5. You will be prompted to set a new password. Fill out the form to complete setup.

  6. You now have access to NextMe. If you need a higher permission level, contact the person who invited you and ask them to update your role.


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Editing a Team Member

  1. Go to the Team page.

  2. Click the More (...) icon to the right of the user you want to modify, then click Edit.

  3. Update any information in the Edit User form.

  4. Click Save to confirm your changes.


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Deactivating a Team Member

  1. Go to the Team page.

  2. Click the More (...) icon to the right of the user, then click Deactivate.

  3. Confirm the deactivation in the pop-up.

  4. The team member will be logged out of any active sessions and will see an Account Deactivated prompt if they try to access NextMe again. You can reactivate them at any time.


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Reactivating a Team Member

  1. Go to the Team page.

  2. Click the More (...) icon to the right of the deactivated user, then click Reactivate.

  3. Confirm the reactivation in the pop-up.

  4. The team member will be able to log in and access NextMe as usual on their next sign-in.

Tip: create a unique login for each person using the app. Shared logins across multiple devices may trigger rate limiting by design to prevent unauthorized access.


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Team Member Status Badges

Each user in the team list displays a status badge so you can see at a glance who is active, who has a pending invite, and who has been disabled.

  • Active - The user has accepted their invitation and can log in.

  • Invited - An invitation has been sent but the user has not yet accepted it.

  • Disabled - The user's access has been deactivated. They cannot log in.


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FAQ

  1. Can I resend an invite if a team member didn't receive it?

    If the team member can't find the invite, ask them to check their spam or promotions folder first. If the email is not there, you can edit the user from the Team page and resave to trigger a new invite, or contact our support team for assistance.

  2. Can multiple team members share the same login?

    We strongly recommend against shared logins. Each person should have their own unique account. Too much activity from a single user across multiple devices may trigger rate limiting by design to protect against unauthorized access.

  3. How do I change a team member's role or location access?

    Go to the Team page, click the More (...) icon next to the user, select Edit, update their Role or Location(s), and click Save. Changes take effect immediately.

  4. What happens to a deactivated user's data?

    Deactivating a team member removes their access but does not delete their account or any associated data. You can reactivate them at any time and their settings will be restored.

  5. Who can invite new team members?

    Business Owners, Regional Managers, and Location Managers can invite new users. Employees do not have permission to invite team members.


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Common Search Phrases

  • "how do I add a team member"

  • "how to invite a user to NextMe"

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  • "how to remove a user from my account"

  • "how to deactivate a staff member"

  • "how do I join a NextMe team"

  • "how to change a user's role"

  • "adding employees to NextMe"

  • "team member can't log in"

  • "how to give staff access to NextMe"


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Still Need Help?

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