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These guides are intended for NextView cardholders and managers.

<a href="https://learn.adobeconnect.com/nextview_quick_reference_guide_for_cardholders/" rel="nofollow noopener noreferrer" target="_blank">This quick reference guide</a> is designed to help you quickly and easily manage your One Card activity.

<a href="https://learn.adobeconnect.com/nextview_quick_reference_guide_for_managers/" rel="nofollow noopener noreferrer" target="_blank">This quick reference guide</a> is designed to help you easily manage expense reports submitted by your team. 

Cardholder quick reference guides

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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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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.

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

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

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Cardholder quick reference guides

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Cardholder quick reference guide

Manager quick reference guide

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