J.P. Morgan Next

Learn about the user roles in Next and which actions these roles can perform.

User roles in J.P. Morgan Next

Learn the steps to add people to your account in Next.

Add or remove people

Learn how to view and edit people in your company on a mobile device.

View and edit users on the Next mobile app

Learn how to add an assistant to a user in Next.

Add assistants to a user

Learn how to load managers into J.P. Morgan Next to allow for manager based approval flows.

Assign managers to users

Learn how to send or re-send invites to users to join Next.

Invite employees to set passwords in J.P. Morgan Next

Learn how to remove a user from your company in Spend Center.

Delete person from an account

Learn how to manage users within your organization in Next.

People

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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.

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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