Nextiva CX - Assign a Chat License - Voice + Chat Accounts

If your account has both our voice service and our chat service, users are set up in the NextOS Admin Portal. When a chat license is assigned to the user in the NextOS Admin Portal, they are added to the chat portal as well. 

NOTE: Chat users can be added directly from NextivaCX by adding users' emails in the Invite Users section of Onboarding. 

1. Navigate to Nextiva.com and log in to the NextOS Admin Portal.  If you need help logging into your Admin portal, click here.
   
   
2. Navigate to Users by selecting Users from the left menu.
   
   
3. Create a new User by selecting Add User or edit an existing User by selecting the three buttons and selecting edit.
   
   
4. Enter the following information:
   
   
   • First Name: First name of User
     
   • Last Name: Last name of User
     
   • Email: Email of User
     
   • Role: Select if the User will be an Admin or a User
     
     
5. Select Add License.
   
   
6. From the list of available licenses, select the license to assign to the user.
   
   NOTE: The license list will only display available licenses.
   
   
7. Scroll to the Workspace section and select the Workspace(s) that the user should have access to.
   
   
8. Select Save.
   
   

New User's First Steps

1. The Admin/User who was invited will receive a welcome email.
   
   
2. Click the Get Started button to be directed to the login page.
   
   
   
   
3. You will be directed to a page to set a password.
   
   
4. Once your password is set, you will be directed to log in to your account.
   
   
5. You will log in to the NextivaCX platform in the Dashboard tab of the home page.