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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.

Groups

Groups let you assign tasks and manage folder access for sets of people rather than individuals.

Creating a group

  1. Go to Settings > Team tab.
  2. Scroll down to the Groups section below the members list.
  3. Click New group, enter a name, and click Create.

Adding people to a group

  1. Click the pencil icon next to a group to open the group editor.
  2. Under People in this group, tick the members you want to include.

You can also add a member to a group directly from their row in the members list.

Renaming or deleting a group

Click the pencil icon on the group. You can rename it from the editor, or delete it from the group options (deletion is blocked if the group still has members).

What groups are used for

  • Task assignment — assign a template task to a group so all its members receive it in their inbox when the process is run.
  • Task visibility — restrict which groups can see a specific task inside a running instance.
  • Folder access — control which groups can view, run, or edit processes inside a folder. See Folders & Access Control.
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