Nextiva NEXT - Administrator Settings - Authorized User Management

Add Authorized Users

1. Go to Administration.

2. Select Company information.

3. Scroll to the Authorized support users section.

   • If a Global Administrator exists on the account, the Global Administrator is automatically listed and can add other users, including Administrators.

   • If no Global Administrator exists, Administrators are automatically listed and cannot be removed from the Authorized Users list.

4. Select Add.

5. Search for users in your organization.

6. Select the users you want to authorize.

7. Select Save.

After saving:

• Newly added non-admin users or Administrators, if the Global Administrator exists, appear in the Authorized Users list.

• These users must set their Security PIN in My Settings.

Remove Authorized Users

Administrators or Global Administrators can remove authorized users at any time. Administrators and Global Administrators cannot be removed.

1. Go to Administration.

2. Select Company information.

3. In the Authorized support users section, locate the user to remove.

4. Select Remove.

5. Confirm the removal.

After removal:

• They immediately lose access to the Security PIN section in My Settings.

Global Administrator Rules

• If a Global Administrator exists on the account, they are automatically authorized to speak to Support.

• They can add other users (including Administrators and non-admin users) to the Authorized Users list.

• If a Global Administrator does not exist, Administrators inherit this capability.

• Global Administrators cannot be removed from the Authorized Users list.

Important:

• Authorized user access is role-based and enforced automatically.

• Non-admin authorized users must set their PIN to activate Support authorization.

• Removing an Administrator or Global Administrator revokes support authorization instantly.

• CPNI ensures only verified users can approve sensitive account actions.