Once the workspace has been customized, you can invite teammates directly from the Onboarding tab.
To invite and assign a chat license for users with Voice and Chat, click here.
Visit nextiva.com, and click Login at the top. Select Sign in to NextivaCX. Enter your Nextiva username and password and click Sign In. If you forgot your username or password, click here.
Select the Home icon from the left toolbar. Under the Onboarding tab, select Invite your team. Enter the user’s email address and role, and click Send Invite.
Roles:
- Admin: Allowed to change settings and respond to interactions in the Unibox. Only the Admin has access to the Onboarding tab.
- Member: Can view and respond to interactions in the Unibox.
- Viewer: Can only view interactions in the Unibox.
The user will receive an email with a link and username to log in. When logging in for the first time, the User will need to select Forgot Password to reset their password. An email will be sent to the email address entered with instructions to reset the password.