How do I assign a role?

It’s simple:

1. Log onto NextAgency and click on the down arrow next to your name in the header. Select “Account Settings” from the drop down menu.
2. Scroll down to the “User Management” section and click on the “View/Edit Authorized Users” link.
3. Click on the “ADD AN AUTHORIZED USER” button.
4. 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.