From the NextOS admin home page, select Roles > Create role > enter a name for the rule and set the permissions below > Save.
Records & Access: Set permissions for access to accounts, contacts, leads, products, opportunities, cases in Nextiva CRM. Define how users can access each area by setting permissions to view, add and edit, and delete records.
Applications: Set permissions for access toNextiva Analytics and Nextiva Surveys. Define how users can access Nextiva Surveys by setting permissions to view, add and edit, and delete records.
Admin: Set permissions to manage account and billing information, users and teams, customer data, voice and chat settings, and customer journey details.