Team & User Management

Overview

Invite team members, assign roles, and control access across your NEXOS account.

Roles

Account Owner — Full access including billing, integrations, users, and all documents.

Executive — Full access to all locations and data. Cannot manage billing.

Accounting — Unlimited seats. Can approve/decline invoices and access all financial data.

Location Manager — Assigned to specific locations. Can only view and manage their assigned location's data.

Inviting Users

Navigate to Settings → Team → Invite Member. Enter the email address and select a role. For Location Managers, assign specific locations. The invitee receives an email with account setup instructions.

Removing Users

Navigate to Settings → Team, find the user, and click Remove. Their access is revoked immediately and their seat is released.

Transfer Ownership

Account Owners can transfer their role to another active team member from Settings → Danger Zone. The previous owner is demoted to Executive. This action cannot be undone.