Account Management
How do I manage team access?
Inviting team members and assigning roles in NextPay
How do I manage team access?
NextPay uses role-based access control to let you decide who can do what in your workspace.
To invite a team member:
- Go to Settings > Team.
- Click Invite Member.
- Enter their email address and select a role.
- Click Send Invite.
The invitee will receive an email with a link to join your workspace. If they do not already have a NextPay account, they will be prompted to create one.
Available roles:
| Role | Permissions |
|---|---|
| Admin | Full access to all features, settings, and team management |
| Member | Can view and create payouts, manage directory, create invoices |
| Viewer | Read-only access to all data |
| Disbursement Manager | Can create and manage payouts |
| Disbursement Authorizer | Can approve or reject pending payouts |
| Directory Manager | Can manage the directory but cannot initiate payouts |
You can change a member's role or remove them from the workspace at any time from the Team settings page.