- Log onto NextAgency and click on the down arrow next to your name in the header. Select “Account Settings” from the drop down menu.
- Scroll down to the “User Management” section and click on the “View/Edit Authorized Users” link.
- Click on the “ADD AN AUTHORIZED USER” button.
- Select the appropriate role from the drop down menu.
To change a current user’s role, simply click the pencil in the Actions column next to the user’s name.
If you are adding a new user you may need to add a seat to your NextAgency license. This can be done by clicking on the Manage Seats link.