Inviting users and managing access
Adding your team to NexerIQ
Each person who uses NexerIQ has their own account, with access to just the companies and features they need. Inviting colleagues and setting their access is how you build a team that can work safely side by side.
Inviting a user
- Open Settings → Users & access and select Invite user.
- Enter their name and email.
- Choose which company they'll work in and the roles they should have.
- Send the invitation. They'll get an email to set up their sign-in, and once they finish, their account becomes active.
Roles and permissions
What someone can do is decided by their roles — a salesperson, an accountant, and an administrator each see different things. Roles keep people focused on their work and keep sensitive areas (like settings and finance) appropriately restricted. If a colleague can't find a page, it usually means their role doesn't include it — adjust their roles here.
Access across companies
If your organisation runs several companies, you can give a user access to one, some, or all of them. They'll switch between the ones they're allowed into without signing out.
Changing or removing access
- Update someone's roles any time their responsibilities change.
- Remove their access to a single company if they no longer work with it.
- Deactivate a user to remove their access everywhere — for example when they leave. Their history stays on record.
Tip
Give people the access they need and no more. It's kinder to them (less clutter) and safer for you.
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