Nextiva CX - Invite Your Team

Once you've set up your workspace, it's time to bring your team on board! The process for inviting team members varies depending on your Nextiva package.  The instructions below are for customers with a Core or Engage package.  Customers who signed up with the Nextiva digital package follow a different set of instructions.  Click here for instructions for the digital package.

Role Types

Choose the right role for each team member based on their responsibilities and the level of access they need within NextivaCX.

• Admin: Admins have full access to connect channels, manage settings, and view all interactions within the Unibox.
  
  
• User: Users have access to the Dashboard tab and specific filtered views within the Unibox, allowing them to focus on their assigned tasks.
  
  

User Creation Steps

Team members are managed within the NextOS platform. You can create, edit, and remove team members directly from NextOS.

1. Select your initials in the top right corner of the screen.
   
   
2. Choose Administration from the dropdown menu.
   
   
3. You'll be redirected to the NextOS platform.
   
   
4. Select Users from the left side of the screen.
   
   
5. Select Add User. Each team member needs a license for NextivaCX.

Fill out the required information for the new team member. First Name Last Name Email of the team member Assign the appropriate role (Admin or User) to the new team member. Location the team member is associated with Time zone of team member.

1. Select Add License to select the available license from the drop down menu. Only available licenses will be displayed in the drop down.
   
   
2. Navigate to the Workspace section and select the Workspace(s) that the team member should access.
   
   
   
   XBert Tips:
   
   
   • A workspace must be added in order for the team member to be created. Multiple Workspaces can be selected.
     
     
   • All Workspaces that the Admin/User should be able to access need to be selected in order for the team member to access interactions connected to that location.
     
     
3. Select Create.
   
   
4. You will then be prompted to set up the team member's voice settings if the User has a license that includes voice options.
   
   

Team Member's First Steps

Once you've invited a team member to NextivaCX, they'll receive an email with a link to log in and get started.

1. Click the Link: They should select the Website hyperlink in the email.
   
   
2. Enter Username: This will take them to the NextivaCX login page. They should enter the Username provided in the email into the email address field.
   
   
3. Select Next: Click the Next button to proceed.
   
   
4. Since this is their first login, they'll need to select Forgot Password to set up a new password.
   
   
   
   
5. An email will be sent to the address they provided, containing instructions on how to reset their password. They should select the click here hyperlink in that email to complete the process.
   
   
   
   
6. Once they've reset their password, your team member is ready to log in and start exploring NextivaCX.
   
   

XBert Tips:

• The initial password provided in the invitation email is temporary. It's important for new users to reset their password upon their first login.
• If they encounter any issues during the login or password reset process, they can reach out to your Account Owner or Admin for assistance, or contact our support team.