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Roles and Permissions

Understand the four NextMe roles - Business Owner, Regional Manager, Location Manager, and Employee - and what each one can access.

NextMe uses predefined roles to control what each team member can see and do in your account. Assign the right role to each user to keep your settings secure and your team focused on the right tasks.


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When to Use This Article

  • You want to understand the difference between Business Owner, Regional Manager, Location Manager, and Employee roles

  • You want to know what permissions each role includes before inviting a team member

  • You are troubleshooting why a team member cannot access a setting or page

  • You want to understand how to restrict access to settings for certain staff


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What Is a Role?

NextMe has four roles: Owner, Admin, Editor and User. Each role includes everything the role below it can do, plus more.

As of our September 2026 release, these four roles replace the previous five (Business Owner, Regional Manager, Location Manager, Employee and Guest). Your team's existing accounts were moved to the new roles automatically, so no action is needed to keep working.

Anyone with the Editor role or higher can invite teammates. You can only invite, edit or deactivate people whose role is the same as or lower than your own.

Roles at a glance

Role

Best for

What it adds

Owner

The account holder. Each business has one Owner.

Billing, plan and subscription changes, and deleting the business.

Admin

Managers who run the account day to day

Editing business details and logo, and connecting integrations. Everything an Owner can do except billing and deleting the business.

Editor

Managers who oversee locations, teams and setup

Inviting and managing teammates, editing locations, custom fields and self check-in settings, and working across all locations.

User

Front-line staff running the waitlist

Running the waitlist and managing queues at their assigned location.

Permissions by role

A check (✓) means the role can do it. If you open a page your role can't use, you'll see a "You don't have permission to view this page" message.

Feature

Owner

Admin

Editor

User

Run the waitlist (add, notify, check in guests)

✓

✓

✓

✓

Create and edit queues

✓

✓

✓

✓

Edit your own profile and password

✓

✓

✓

✓

Lower your own role

✓

✓

✓

✓

Use Shared Settings and the All Locations view

✓

✓

✓

Edit locations

✓

✓

✓

Edit custom fields

✓

✓

✓

Edit self check-in settings

✓

✓

✓

View the Team page

✓

✓

✓

Invite, edit and deactivate teammates (same role or lower)

✓

✓

✓

Edit business details and logo

✓

✓

Connect and configure integrations

✓

✓

View and change your plan, billing and message usage

✓

Transfer ownership to a teammate

✓

Delete the business

✓

What changed in September 2026

We simplified roles from five to four and added a new Admin role. Here's where each previous role landed:

Previous role

New role

Business Owner

Owner

(new)

Admin

Regional Manager

Editor

Location Manager

Editor

Employee

User

Guest (Public)

Removed

Other changes you may notice:

  • New Admin role. Admins can do everything an Owner can, except manage billing and delete the business.

  • Billing is Owner-only. Your Plan, Pricing and the Upgrade or Manage link in the sidebar now appear only for the Owner.

  • Deleting the business is Owner-only.

  • Integrations need Admin or higher. The Integrations menu item is hidden for Editors and Users.

  • Team page needs Editor or higher. Users no longer see the Team tab.

  • Roles show on the Team page. Each teammate now has a role label next to their status.

  • Invites follow rank. You can only invite people at your own role or lower, and new invites can't be made Owner.

Note: every user must be assigned to at least one location.


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Team Member Status

The team member list shows a status badge next to each user so you can see at a glance who is active, who has a pending invitation, and who has been disabled.

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

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

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

To invite, edit, or disable team members, see Team and Users.


FAQ

  1. Can I create a custom role with specific permissions?

    Not currently. NextMe offers four predefined roles. Choose the one that most closely matches the access level you want to grant. If you have a specific access need, contact our support team to share your feedback.

  2. I was a Regional Manager or Location Manager. What am I now?

    You're an Editor. Editors can do everything both of those roles could.

  3. Why can't I see Your Plan or billing anymore?

    Billing is now limited to the Owner. Ask your Owner to make plan changes.

  4. Why can't I connect an integration?

    Integrations need the Admin role or higher. Ask your Owner to upgrade your role.

  5. Can a business have more than one Owner?

    No. Each business has one Owner. Add Admins for others who need near-Owner access.


Common Search Phrases

  • "what can an employee see in NextMe"

  • "how do I restrict access for staff"

  • "difference between location manager and regional manager"

  • "my team member can't access settings"

  • "how to set permissions for users"

  • "what is a business owner role"

  • "user roles and access levels"

  • "how do I give someone access to NextMe"

  • "staff permissions NextMe"


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Still Need Help?

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