Adding Authorized Users

An authorized user is a person who has been authorized by the account owner or business to act on behalf of the account owner or business regarding the account. An account can have multiple authorized users. The owner, the accounting team, and IT support can all be examples of users who may need authorized access to the account.

An authorized user is permitted full privileges and access to information regarding the account, including the ability to add other authorized users, alter the setup, or terminate services, for example.

Adding Authorized Users

The account owner, or an existing authorized user can add additional authorized users at any time using one of the options below.

Option 1

Nextiva may provide you with an Authorization Form that may be completed by the account owner or authorized user listed on the account. This form should be emailed to Nextiva Support by the authorized user who filled the form out.

Click here to access the authorization form.

Option 2

Contact Nextiva support and request that a new authorized user be added to your account.  You will need to provide the first name, last name, and a security PIN for the new authorized user.

Option 3

If the user is already created on your account, you can give them an admin role or mark them as authorized on their user profile.

Choose the image that looks most like your screen once logged in:

Configure Authorized User

You can either create an administrator profile to give a user full administrator access or mark their user as authorized, where they can contact support and request changes to the account.

To mark a user as authorized:
 

1. Log in as an administrator
    
2. Hover over Users at the top of the page and select Manage Users.
    
3. Click on the user to give permission.
    
4. Click on Security Information to expand the section.
   
   
    
5. Check the Authorized User checkbox and enter a security PIN.
   
   NOTE: In order for a user to be authorized when interacting with Nextiva, the box needs to be checked AND a PIN needs to be present.
   
   
    
6. Click Save.
    
7. The user can choose to change their security PIN if they desire.