Creating roles and permissions

Roles allow you to group permissions together and assign them across all users. Use them to restrict access to who can perform admin functions, see cases, edit opportunities, and much more.

For instructions on how to assign roles, click here.

Creating roles

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 to Nextiva 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.

Need additional help? Click here.

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