Nexl

A step-by-step guide to using the Delegate Access feature

Granting Delegate Access

Change user roles from Individual to Admin, or vice versa

How to change a user's role

How to embed 3rd-party reports into Nexl

Article that explains how to use the Tag Manager to better label Contacts, Companies and Opportunities

How to use Nexl's Tag Manager

How to log into another user's account when you've been granted delegate access

How to use delegate (i.e. proxy) access

Get started with Custom User Roles to tailor permissions to your needs

Guide for Custom User Roles

Data Cleaner for Admins

Find out more about the visual update coming soon in April 2026 release!

Nexl Webapp – Visual Refresh

Learn more about how to use the updated import experience in Nexl

Importing Your Data with our new guided import experience

Candice Connellan

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Features and functionality exclusive to Admin users

Admin Users

Video Courses

Resources

Visit Nexl's e-Learning Platform

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Create your workspace and invite the people you work with.

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

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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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