Setting Up Roles and Permissions

Each user in NextPaw is assigned a specific role, and through that role, they’re given permission to access specific features within the dashboard.

The roles are:

Account owner. The account owner has unrestricted access to NextPaw and all business locations. Typically, owners don’t deal with day-to-day tasks in NextPaw but are responsible for setting up the organization and managing it. The Account Owner has the ability to add new Team Members, archive Team Members, and modify all Team Member information and access such as passwords and the ability to reply to messages and reviews.
Team member. The majority of NextPaw users will be assigned the role of team member. This role is made specifically for sales representatives, staff members, or anyone who doesn't need full access to all dashboard categories. Typically team members are responsible for helping to manage new messages & reviews, but can also be given access to more permissions by an account owner.

When creating an account for a new user, you will be prompted to select their role from the drop-down menu.
*Note: Click here to find out how to add a new user!
If you've selected Team Member for the new user, you'll now want to select the permissions that they will have access to.
*Note: Account owners will have access to ALL dashboard permissions, as well as the ability to add new Team Members, archive Team Members, and modify all Team Member information.
Click Update.

User roles can be updated at any time only by an account owner.
To update a users role or permissions, click the blue “Account Button” in the top right corner of your dashboard; then select “Manage Team.”
Search for the user you want to edit; then click the blue pencil icon to the right of the user's information.
Select the new role/permissions for your user
Click Update.