Skip to content
NEXTOREx
Help Center

Users, Roles & Permissions

Add a user

All plans (the number of users depends on your plan) · 2 min read · Updated 18 October 2026

What this does

Adding a user gives a staff member their own login. You choose which apps they can open and which role they have.

Before you start

  • Create the role the person will have.
  • Check your plan's user limit. Open Billing, then Subscription & Plans, then My Plan and look at Users under Usage.

Steps

  1. Open User Management, then Users.
  2. Click Add User. The Create User page opens with three steps.

Step 1: Basic Info

Create User, step 1
Name (1), email (2), password (3), department (4) and designation (5).
  1. Enter the First name and Last name (1), and the Email (2). The email is what the person signs in with.
  2. Enter a Password (3) and type it again in Confirm password. The page shows a checklist: at least 8 characters, one uppercase letter, one lowercase letter, one number and one special character, with no spaces.
  3. Choose the Department (4) and then the Designation (5). Both are required. Choose Department first, because Designation depends on it.
  4. Under App access, each app shows Granted or Not granted. Use the Access button to choose which apps this person can open.
  5. Click Next.

Step 2: Personal Info

  1. These details are optional, for example date of birth and address. Click Next.

Step 3: Company & Hierarchy

  1. Click + Add Assignment. Choose the Company, then each level below it: Business Group, Legal Entity, Operating Unit and Sub Unit. Each box fills after you pick the one before it.
  2. Choose the Role. The list contains only roles from your own place in the hierarchy and the places beneath it.
  3. Mark the assignment as Primary.

    ![Create User, step 3](/help/img/users-permissions/user-step3.png "Where the person works and their role.")

  1. Click Create User.

What happens next

The person appears in the Users list with their designation, company and role.

The Users list
The new user is listed as Active.

They can sign in with their email and password.

Important notes

  • Every user needs at least one assignment to a Sub Unit with a role. One assignment must be primary.
  • To give someone more than one place or role, click + Add Assignment again.
  • Every user uses one User seat of your plan. A staff member added in Education, under HR, Staff, also uses one seat. Student portal logins do not use seats. See Education plans, limits and combining apps.
  • If you have reached your plan's user limit, ask to add more users or move to a bigger plan. See Your plan.