How do I assign a role?

It’s simple:

1. Log onto NextBroker 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 (the third section on the right) 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.