This service is designed and operated in alignment with FedRAMP Moderate security requirements when configured in accordance with the provider’s documented recommendations. Customers acknowledge and agree that failure to implement or maintain the recommended security configurations may increase risk and that they assume full responsibility for any resulting security incidents, data loss, or service impacts. The provider disclaims liability for issues arising from customer-managed configurations that deviate from recommended practices.
NextStage uses a role-based access control system to manage what users can view, create, edit, and delete within your workspace.
User permissions are determined by their assigned role. These permissions control access to features such as pipelines, opportunities, reports, templates, and administrative settings.
Default User Roles
When a new user is invited, they are assigned the Member role by default.
Each role determines what actions users can perform in the system.
Common Role Types
Role | Description |
Admin | Full access to all workspace features, including managing users, editing templates, and deleting records |
Member | Standard user access for managing opportunities, pipeline data, and reports |
Analyst | Limited editing access, focused on reporting and analysis |
View Only | Read-only access with no editing permissions |
Admins have the highest level of access and control.
What Admins Can Do
Admins can:
Invite and remove users
Change user roles
Edit pipeline templates and custom fields
Configure integrations
Modify security settings
Permanently delete opportunities, pipelines, and other data
What Members Can Do
Members can typically:
Create and update opportunities
Manage pipeline information
Create and view reports
Add notes and tasks
Members cannot:
Edit system templates
Manage user accounts
Permanently delete critical system data
This ensures system integrity while allowing teams to manage pipeline activity.
Viewing and Managing User Roles
Admins can manage user roles from the Admin page.
To manage user roles:
Navigate to Admin in the left menu
Click the Users tab
Locate the user
Select a role from the Role dropdown next to their name
Changes take effect immediately.
Viewing Role Permissions
Admins can view detailed permissions for each role.
To view role permissions:
Go to Admin
Click the Roles tab
This page shows which roles can:
View
Create
Edit
Delete
Manage templates
If you need custom roles or permission changes, contact NextStage Customer Success.
Disabling User Access
Disabling a user prevents them from accessing the workspace without deleting their account.
To disable a user:
Go to Admin
Click the Users tab
Change the user's Status to Disabled
This immediately removes workspace access.
Restricting Workspace Access (Recommended)
To improve security, you can restrict workspace access to invite-only.
To enable invite-only access:
Go to Admin
Click the Security tab
Enable
Make workspace invite only
This ensures only invited users can access your workspace.
Invitations:
Are single-use
Expire after 7 days
Deleting Users
Admins can permanently remove users from the workspace.
To delete a user:
Go to Admin
Click the Users tab
Click the Trash Can icon next to the user
What Happens When a User Is Deleted
When a user is deleted:
Dashboard ownership is transferred to the admin performing the deletion
Saved searches remain in the workspace
Notes and activity history remain
Tasks are unassigned
Pending invitations created by that user are cancelled
No opportunity data is lost.
Best Practices
We recommend:
Limiting Admin access to system administrators only
Assigning Member access to capture managers and BD staff
Using View Only access for leadership and reviewers
Enabling invite-only workspace access
This ensures proper security and data governance.