Next User Type: Admin
As an admin, you can update a user's personal information, mailing address, and permissions, but not their date of birth. Contact J.P. Morgan Next servicing for help
Notes:
If you update a user's login email address, they need to verify that email address before it can be used. After you submit the updates, a verification link is sent to the new email address. The email verification link expires if not validated within 14 days
Edit a user's details from a web browser
In the Next Navigation Menu, select People
Select the person you want to update. To search for a user, enter the user's name in the Search field
Select Options
Select Edit person
Edit the user's personal information.
To edit their profile picture, select Add photo or Edit
To edit a user's name, enter your changes in the Name fields
Your changes automatically display in the Name displayed on cards section
You can also edit a user's email address and phone number
If a date of birth has not been added, you can add a date in the Date of Birth field
In the Company settings section, you can edit the user's role and permissions:
In the Role drop-down menu, you can select a role of Admin, Bookkeeper, or Member for the user
If the user has a bookkeeper role, you can manage additional permissions of editing transaction settings and making credit payments
From the Manager drop-down menu, you can assign a manager to the user
From the Department drop-down menu, you can assign a department to the user
From the Location drop-down menu, you can assign a location to the user
To add users who can view transactions, submit receipts, and complete transaction details for the user, select Add assistants
In the Physical card mailing address section, you can edit the physical mailing address where physical cards are sent
Note: You cannot edit your physical mailing address in J.P Morgan Next, formerly Spend Center.
To save your changes, select Update person
Edit a user's details from the mobile app
In the Navigation Menu, tap More
Tap People
Tap the user you want to edit
Note: To find a user, enter the user's name in the Search field
Tap the Options icon (three dots in the top right of the screen).
Tap Edit person
In the Personal information section, you can edit a user's name, email, and phone number
If a date of birth has not been added, you can add a date in the Date of Birth field.
Note: You cannot edit the date of birth after it has been entered.
To assign a manager to the user, tap the Manager field
To add users who can view transactions, submit receipts, and complete transaction details for the user, tap Assistants
To designate a user as an Admin, Bookkeeper, or Member, tap the Role field
If the user has a Bookkeeper role, you can manage additional permissions by tapping the Additional Permissions field
To manage additional bookkeeper permissions, tap Edit transactions settings or Make credit payments
Selected permissions display the Checkmark icon
To return to the Edit Person screen, tap Done
To use the company's mailing address for physical card orders, tap Use Company's Mailing Address
You can also enter a unique address for physical card orders by using the Address fields
To save your changes, tap Save
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