Invite team members to manage your NextPay account with different roles and access levels.
Only users granted Admin Access can manage team member access within their accounts.
View users
In your NextPay account, click the ⚙️ Settings on your profile.
In the left sidebar menu, navigate to Team Access.
On the Team Access page, you’ll see a table where you can add new team members to your NextPay account. Each user role affects their team permissions, as detailed below:
User Role | Description | Functions |
Owner | The individual who created the NextPay account. Has access to company settings and everything on the platform. Owner access can be transferred by following these steps.
Who can have this role? Business owner or authorized signatory | ✅ Access to everything on the platform (e.g creating invoices, managing disbursements, creating and viewing all directories) ✅ Update company profile ✅ Invite other users into the company ✅ Submit business documents (Make sure submitted documents are named after the Business Owner)
❌ Approve or reject disbursement requests (except if the user has the authorizer role) |
Administrator | Has access to company settings and everything on the platform
Who can have this role? Individuals who share the same role and responsibilities as the business owner (ex. Co-founders, Executive Board, etc.) | ✅ Access to everything on the platform (e.g creating invoices, managing disbursements, creating and viewing all directories) ✅ Update company profile ✅ Invite other users into the company ✅ Submit KYC documents (Make sure submitted documents are named after the Business Owner)
❌ Approve or reject disbursement requests (except if the user has the authorizer role) |
Manager | Has access to finances and directories of the platform
Who can have this role? Individuals who manage the information of recipients and finances of the company (ex. HR, Finance, etc.) | ✅ Create and manage invoices ✅ Create and manage disbursements or quick transfers ✅ Export transaction records (i.e disbursements, invoices, etc.) ✅ Make a deposit ✅ Can view and manage all directories ✅ Request for authorization
❌ Approve or reject disbursement requests ❌ Submit KYC documents ❌ Invite other users into the company ❌ Update company profile |
Disbursement Authorizer | In charge of approving disbursements
Who can have this role? Individuals who manage disbursements on behalf of the company (ex. Accountants, Payroll, etc.) | ✅ Approve or reject disbursement requests ✅ Can only view the transaction tables ❌ No access to Owner functions
Important note: A company can have multiple authorizers and disbursements must be unanimous. |
Invite a new user
To add a new user to your company account, please follow the steps below:
Under Team Access, click New User
Enter the email address of the team member you wish to add
Assign a role to the team member
Roles can be changed later by the Owner and Administrator
An invitation email will be sent to the team member to create their account.
Accept a company invite
New team members can create their NextPay account by following these simple steps:
Check your email for an invitation from NextPay
Click on the activation link in the email
Log in to NextPay to access your account
Edit user access
On the Team Access page, click on the menu icon (3 dots) to the right of the user’s name
Choose Edit permissions
Check or uncheck the access type as you wish and click Save.
Transferring Account Ownership
Please send a request to [email protected] and follow the requirements below:
Submit an updated, notarized lease contract from the business owner/user to transfer account ownership to [email protected].
Ensure that the business address information in your NextPay Account aligns with the details specified in the lease contract.
This should also match the address provided in the submitted Proof of Address (Go to Settings > Company Settings > Company Profile > Company Address)