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Team Management & White LabelingTeam Members

Team Members

Add people to your team so they can create processes, manage instances, and collaborate.

Inviting Team Members

  1. Go to Settings in the sidebar.
  2. You’ll land on the Team Members tab.
  3. Enter the email address of the person you want to invite.
  4. Click Invite.

The invited person will receive an email with a link to join your team. If they already have a NextStep account, they’ll be added immediately. If they’re new, they’ll be prompted to create an account first.

The number of team members you can invite depends on your plan. See Account & Billing for details.

You can see pending invitations in the Team Members tab. If someone hasn’t accepted, you can resend or revoke the invitation.

Viewing Your Team

Go to Settings > Team Members to see all current team members. Each member shows their name, email address, and role.

Removing a Team Member

  1. Go to Settings > Team Members.
  2. Find the team member you want to remove.
  3. Click the Remove button.
  4. Confirm the removal.

Removed members will no longer have access to your team’s processes, instances, or settings. Any tasks previously assigned to them will remain but will need to be reassigned.

Roles

NextStep has three roles:

  • Owner — Full access to everything, including billing, branding, team management, and all processes. There is one owner per team.
  • Admin — Same as Owner except they can’t transfer ownership. Admins can manage team members, billing, branding, and webhooks.
  • Member — Can create and run processes, complete tasks, and participate in instances. Cannot access team management, billing, branding, or webhook settings.

Admins can promote members to admin or demote admins to member from the Team Members tab.

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