--- title: Managing Users in NEXT description: "User management for Build clients is now handled entirely within NEXT. Administrators no longer need to go into Classic to add a user, change a role, or deactivate someone — every part of that workflow (creating, updating, deleting, and deactivating users, along with role and access-level assignment) lives in NEXT's Admin section. If a client account is also connected to Classic, changes made in NEXT sync backward automatically, so the two systems stay in agreement. The one exception is manual password changes: those are restricted to Synuma Admin accounts and are not available to client administrators. " --- [Skip to content](https://help.sitezeus.com/managing-users-in-next#main-content) English Show submenu for translations ![SiteZeus-Logo-MARK.png\]](https://help.sitezeus.com/hs-fs/hubfs/Hubspot%20Assets/SiteZeus-Logo-MARK.png?height=40&name=SiteZeus-Logo-MARK.png) - [Default HubSpot Blog](https://info.sitezeus.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://info.sitezeus.com/blog) - English Show submenu for translations - [Go to SiteZeus.com](https://sitezeus.com/) [Go to SiteZeus.com](https://sitezeus.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center - Build & Sell](https://help.sitezeus.com/?hsLang=en) 2. [Administration](https://help.sitezeus.com/administration?hsLang=en) # Managing Users in NEXT #### User management for Build clients is now handled entirely within NEXT. Administrators no longer need to go into Classic to add a user, change a role, or deactivate someone — every part of that workflow (creating, updating, deleting, and deactivating users, along with role and access-level assignment) lives in NEXT's Admin section. If a client account is also connected to Classic, changes made in NEXT sync backward automatically, so the two systems stay in agreement. The one exception is manual password changes: those are restricted to Synuma Admin accounts and are not available to client administrators. #### **Finding the Users page** 1. Log in to NEXT. 2. In the left-hand navigation, expand **Admin**. 3. Select **Users**. This opens a searchable list of every user on the account, showing each person's name, email address, and whether their account is currently enabled or disabled. By default the list only shows active users. To see deactivated accounts as well, turn on the **Include disabled** toggle at the top of the list. --- #### **Adding a New User** 1. From the Users page, click the **+** (Add New User) icon above the list. 2. Fill in the person's **First Name**, **Last Name**, and **Email**. 3. Choose a **Classic Role** from the dropdown. This is required for every user and determines their base permission set (for example, Administrator, Client Administrator, Agreement Administrator, Assessments Manager, or Contract Administrator). 4. If the user needs more granular NEXT-specific access, add one or more entries under **Next Roles**. This field is optional and lets you layer additional, more specific permission groups on top of the Classic Role. 5. Under **Concepts**, check the box for each concept (brand) this user should have access to, or use **Select All** if they need access to everything. 6. Click **Create**. The new user will receive access based on the role and concepts you assigned. If the account is meant to authenticate via API key rather than a login, turn on **This is an API key-based account** before saving. --- #### **Editing an Existing User** 1. From the Users page, click a user's name to open their record in the side panel. 2. The panel has three tabs: - **Info** — update the person's first name, last name, or email, and manage their password. To let the user reset their own password, use **Send Forgot Password Email** on the Info tab — this sends them a reset link. - **Roles** — change the user's Classic Role, and where applicable, add or remove Next Roles. If a user is a Client Administrator, this tab will note that Client Administrators have all permissions and can't be assigned other roles. - **Concepts** — check or uncheck the specific brands/concepts this user can access. Changes on this tab save immediately, so there's no separate save step. 3. On the Info and Roles tabs, click **Save** after making changes. --- #### **Deactivating or Reactivating a User** 1. Open the user's record from the Users page. 2. Use the **Enabled** toggle at the top right of the panel to turn their access off (deactivate) or back on (reactivate). 3. Deactivated users drop out of the default Users list. Turn on **Include disabled** at the top of the list to find and reactivate them later. Deactivating a user in NEXT removes their access without deleting their record, so their history and assignments are preserved if you need to restore access later. --- #### **Classic Synchronization** For clients still connected to Classic (those who have the Sell Module), user changes made in NEXT (new users, role changes, deactivations) sync backward into Classic automatically. Within Classic itself, the only thing that remains editable for a user is their Classic Role — password resets and all other role or profile changes must be made from NEXT going forward.  --- *Have questions about user management in NEXT? Reach out to your Customer Success contact via the in-app chat for a demo!* - [Dashboard](https://help.sitezeus.com/dashboard?hsLang=en) - [Sales](https://help.sitezeus.com/sales?hsLang=en#main-content) - [Outlook Integration](https://help.sitezeus.com/sales?hsLang=en#outlook-integration) - [FDDs](https://help.sitezeus.com/sales?hsLang=en#fdds) - [Timeline](https://help.sitezeus.com/sales?hsLang=en#timeline) - [Lead Management](https://help.sitezeus.com/sales?hsLang=en#lead-management) - [Email Campaigns](https://help.sitezeus.com/sales?hsLang=en#email-campaigns) - [Sales Timeline](https://help.sitezeus.com/sales?hsLang=en#sales-timeline) - [Lead Correspondence](https://help.sitezeus.com/sales?hsLang=en#lead-correspondence) - [CRM Settings](https://help.sitezeus.com/sales?hsLang=en#crm-settings) - [Sites](https://help.sitezeus.com/sites?hsLang=en#main-content) - [Sites](https://help.sitezeus.com/sites?hsLang=en#sites) - [Site Map](https://help.sitezeus.com/sites?hsLang=en#site-map) - [Overview](https://help.sitezeus.com/sites?hsLang=en#overview) - [Widgets](https://help.sitezeus.com/sites?hsLang=en#widgets) - [Seeds](https://help.sitezeus.com/seeds?hsLang=en) - [Projects](https://help.sitezeus.com/projects?hsLang=en#main-content) - [Timeline](https://help.sitezeus.com/projects?hsLang=en#timeline) - [Locations](https://help.sitezeus.com/locations?hsLang=en) - [Contacts](https://help.sitezeus.com/contacts?hsLang=en) - [Companies](https://help.sitezeus.com/companies?hsLang=en#main-content) - [Franchise Agreements](https://help.sitezeus.com/companies?hsLang=en#franchise-agreements) - [Reports](https://help.sitezeus.com/reports?hsLang=en) - [Assessments](https://help.sitezeus.com/assessments?hsLang=en) - [Notifications](https://help.sitezeus.com/notifications?hsLang=en) - [Administration](https://help.sitezeus.com/administration?hsLang=en#main-content) - [Permissions](https://help.sitezeus.com/administration?hsLang=en#permissions) - [Custom Fields](https://help.sitezeus.com/administration?hsLang=en#custom-fields) - [Users](https://help.sitezeus.com/administration?hsLang=en#users) - [Select Lists](https://help.sitezeus.com/administration?hsLang=en#select-lists) - [Master Timeline Templates](https://help.sitezeus.com/administration?hsLang=en#master-timeline-templates) - [Blackout Dates](https://help.sitezeus.com/administration?hsLang=en#blackout-dates) - [Settings](https://help.sitezeus.com/administration?hsLang=en#settings) - [Documents](https://help.sitezeus.com/administration?hsLang=en#documents) - [Release Notes](https://help.sitezeus.com/release-notes?hsLang=en#main-content) - [2022](https://help.sitezeus.com/release-notes?hsLang=en#2022) - [2024](https://help.sitezeus.com/release-notes?hsLang=en#2024) - [2023](https://help.sitezeus.com/release-notes?hsLang=en#2023) - [2020](https://help.sitezeus.com/release-notes?hsLang=en#2020) - [Default HubSpot Blog](https://info.sitezeus.com/blog) [![](https://help.sitezeus.com/hs-fs/hubfs/SZ%20logo-1.png?width=463&height=463&name=SZ%20logo-1.png)](http://sitezeus.com) Welcome to the SiteZeus Help Center Copyright © 2026, SiteZeus