Next User Type: Admin
As an admin, you can assign managers to users in your J.P. Morgan Next account. Once assigned, the manager has access to the user’s transactions, can assist with coding and receipt uploads, and can approve transactions if they’re included in the approval flow.
Within your account you can assign managers individually or assign managers in bulk.
Note: Only admins can assign managers.
Assign managers individually from a web browser
In the Navigation Menu, select People
Select the person who you want to assign a manager
To find a user, enter the user's name in the Search field.
Select Options
Select Edit person
In the Company Information section, select the Manager drop-down menu
Select or enter the name of the manager
To remove a manager, select Remove
Select Update Person
Assign managers in bulk from a web browser
In the Navigation Menu, select People
Select the Export icon
Open the exported .csv file
Add the manager's email for each employee in the Manager column.
Note: Be sure to use the email associated with the Next account for each manager.
On the People page, select Import People
Follow the steps to import your .csv file.
Note: When uploading manager updates, Next only updates the manager column for the users in the file and adds new users in the file. We do not delete users that are currently in Next that are not in the file.
© 2026 JPMorgan Chase & Co.