Nextiva NEXT - Administrator Settings

Accessing Administrator Settings

1. Log in to NEXT via app.nextiva.io.
   
   
   1. Your login information was emailed to you from no-reply@nextiva.com when your user was created in NEXT.
2. Select the gear icon in the bottom left corner of the NEXT window.
   
   
   
   
3. The Administrator Settings page will load.
   
   

Administrator Settings Areas

The Administrator Settings in NEXT provides essential oversight and control, enabling organizations to manage users, permissions, and system configurations effectively. It ensures data security and compliance by defining access levels and monitoring system activity. Administrators can customize workflows, set up reporting dashboards, and oversee performance metrics, empowering teams to operate efficiently. With streamlined tools for managing resources and resolving issues, Administrator Settings enhances operational consistency and supports the platform's overall success. Agents and Supervisors do not have access to these settings; only individuals with Administrator rights do. 

Admin Home

For details on the Admin home area, click here.

Authorized User Management

Administrators or Global Administrators can add or remove authorized users from the Company Information page.  Authorized users are able to request account information and changes from the Nextiva support teams.  For more information, click here.

Account

Under Account, you can set up or view existing directory syncs, set up and edit your single sign-on (SSO), add or remove account profiles, and manage devices.  For details about managing account settings, click here.

People & AI

The People & AI section within Administrator Settings refers to the employees and AI agents at your company using NEXT. You can set the Agent, Supervisor, and Administrator roles and permissions here, or add skills, or add and edit NEXT users and AI bots.  For details about each section, click here.

Admin Groups

In this section, you can view billing information, add new shared inboxes, edit existing shared inboxes, add new phone numbers, view the Knowledge base, and view or edit business hours. For details about Admin Groups, click here.

Channels

The Channels section refers to parts of the product where Agents or Supervisors are working directly with customers or other employees. Calling, live chat, email, social media, and meeting settings all live here. For details about each section, click here.

NEXT Studio

You can access certain NEXT Studio areas via the Administrator Settings area, including Journeys, Workflows, and Functions. To learn more about these areas and how to use them, click here.