Have new employees in your store? See how to create new users in Nex, set up individual passwords, and configure access permissions for each salesperson.
By default, Nex comes with a single registered user, the system administrator. This admin user has full permission to perform any action available in your current plan.
You can create new user profiles so your team members and salespeople can log into the system individually. This helps limit access to sensitive reports or key screens. If you want, you can also set up a unique password for each person to log into the system.
1. Open Nex and click on the user initial icon in the top right corner of the screen.
2. Click Manage Users.
3. Click on the plus (+) icon.
4. Enter the User(Login).
This is the login name that will show up when accessing the system.
5. If you'd like, enter the user's Email, then confirm it in the Confirm email field.
Setting up an email is super important if you assign a password, as password recovery uses this email. Plus, if you use Nex on the mobile sales app, this email is required to log in and keep track of your store.
6. Enter the user's Full name.
7. Set a Password for user access.
8. If needed, go to the Supervisor tab and turn on the option This user is a supervisor.
When enabled, supervisor users can approve restricted actions for other team members—like allowing a larger discount during a sale or deleting an accidentally added product. If the user doesn't need this, leave it turned off.
9. If needed, access the Permissions tab to choose what this user can or cannot access.
You can enable access the Nex Sales App, set discount limits, make the user an admin, or customize specific feature access. Permissions apply across all platforms (desktop or mobile app).
10. Once you're done, click on Save - F2.
Done! The new user is created. The next time you open Nex, you can select which user profile to log in with.
