J.P. Morgan Next

View steps for how admins can update the details of a user in their account.

Edit a user's details in J.P. Morgan Next

Learn how to manage your account as an admin in J.P. Morgan Next.

Account Management

Account Payments FAQ

Learn how to view reasons for declined account payments in J.P. Morgan Next.

Account payment decline reasons in J.P. Morgan Next

Learn how to add a bank account to Next to make payments.

Add company bank account

Learn how billing cycles function in JP Morgan Next.

Billing cycles in J.P. Morgan Next

View the process for increasing or decreasing your Next credit line.

Change credit line

Learn how to edit a bank account, authorize the account, and set a primary bank account.

Edit company bank accounts

Manage account settings

Learn how to make an early payment on your Next balance.

Pay balance

Reconcile transactions in J.P. Morgan Next

Learn how to administer your account in J.P. Morgan Next.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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