Users in Nextiva CRM

Give Users access to Nextiva CRM by creating individual User profiles and assigning a license to each.  This requires the User’s full name, email, and Team(s).

Creating a User Profile

Creating a User Profile

 

  1. Click the Administration Tools (wrench) icon at the top-right corner of the Nextiva CRM window.
  2. Under People in the left panel, select Users.
  3. From the Users page, click the Create users button.
  4. Complete the fields on the Add a user form and click Create.
  5. Edit the User Profile to assign a license.

 

Adding a License to a User Profile

Editing a User Profile

 

  1. From the Current Users page, hover over the desired User, click the Action button, and select Edit Profile.
  2. Assign a License to the User.
  3. Edit the User Profile if desired:
    • Reset the password for the User.
    • Revise the User Information (e.g. Last Name, Role, Primary Phone Number, and so on).
    • Grant or revoke Super Admin privileges.
    • Assign an additional Team to the User.
  4. Click Save.

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Updated on March 30, 2020

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