Nextiva CX - Create Users

Customers who have Core, Engage, or Power Suite packages should create users in their NextOS voice admin portal.  Click here for instructions on how to do this.

Each person who will be working on an account will need to be added as a user.  There are different types of Users on the account.

• Account Owner: This is typically the account owner who creates users, deletes users, changes passwords, etc. The account owner, also known as Super Admin, has access to everything on the account.
• Admin account: This account admin has access to the onboarding tab and User settings, along with the ability to respond to interactions.
• Members: Members have access to the Unibox, where they can respond to interactions.  
• Viewers: Viewers are able to view content, but not respond to messages or change settings.
   

Users can be added through the Onboarding Tab or through the Users section. To add a user from the User section, follow the steps below:

1. Go to Settings and click on Users under account management.
   
   
    
2. Select Add New User on the top right corner.
   
   
    
3. Fill in mandatory details like email id, name, time zone.
   
   
    
4. Once filled, Click on Save to create the user.
    

As a next step, Profile and Workbaskets can be shared from the same screen using the option of "Edit User Access"