2. Add users.

Every person on your Nextiva account must be assigned a role, including you.

There are two default types of roles (and you can create more):

• Users - Anyone who uses the Nextiva phone service.
• Administrators (“Admins”) - Special users who also have the ability to add or manage users and adjust settings. This role is great for anyone managing a team, or needing to respond quickly to changes in operations.

NOTE: If you’re the primary user on the account, you’ve already been added to the system as an admin.

1. On the dashboard, choose Users to begin.
2. Click Create users, fill in the form, and assign a license that includes voice services.
3. If you create a user and no license is assigned, you’ll receive a notification upon save asking you to confirm that the user doesn’t need access that requires a license. You may click Assign a license to add one now or wait and add one later. Users needing access to administrative tools may not require a license, but voice and productivity tool users will need licenses to access those features.