Adding Users and Managing Permissions in SalesNexus (Nexi)

As an administrator you can add team members and control what each person can see and do using roles and permissions.

Open User Management

Click User Management in the left sidebar to open Users, Teams & Roles. It has three tabs: Users, Roles, and Teams. The Users tab lists everyone with their Role, Status (Active), and Login (Enabled/Disabled).

Add a user

1. On the Users tab, click the + button.
2. In the Add User window, fill in Username, Email, and Phone (all required); optionally add Company and Title.
3. Choose a Security Level (Role) for the user.
4. Set a Password and Confirm Password, then click Save.

Roles & permissions

SalesNexus uses role-based access: each role grants a set of permissions that decide what users can see and do. Manage roles on the Roles tab, and assign one to each user through their Security Level (Role).

Teams

Use the Teams tab to group users to reflect your organization’s structure.

Manage existing users

Use the Actions menu (⋮) on any user row to edit a user, and to enable or disable their Login as needed.

Related: Account Setup and Integrations in Nexi.