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Manage Staff Members

This guide provides a straightforward walkthrough on how to manage staff members using the Nextelco platform. You’ll learn how to view, add, and edit user accounts, roles, and permissions. Managing staff members in Nextelco is a straightforward process that ensures everyone has the appropriate access to the platform’s features. Whether you’re adding new members, editing existing ones, or assigning specific roles, these steps will help you manage your team efficiently.

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Step 1: Access the User Management Section

  • Log in to your Nextelco account.
  • On the left-hand menu, click on Account.
  • Select “Manage Users”.
  • This will open the “Manage Users” page, where you can see all the users associated with your account.

Step 2: View and Edit Existing Users

  • Find a user you want to manage in the user list.
  • To the right of the user’s name, click on the three-dot menu.
  • Select “Edit” from the dropdown menu.
    Step 3: Add a New User
  • On the “Manage Users” page, click the “Invite User” button in the top-right corner.
  • Fill in the user details in the form:
    • Name: Enter the user’s full name.
    • Email: Input the user’s email address.
    • Role: Select a role from the dropdown (Administrator, Agent, etc.).
  • Assign Permissions:
  • Check the relevant boxes to assign specific permissions, such as:
    • Phones: View or manage phone numbers.
    • Messages: Access message logs and campaign management.
    • Billing: Manage billing details.
  • After filling out the form, click “Send Invitation”.

Step 4: Assign and Manage User Permissions

  • When adding or editing a user, you can tailor their permissions:
    • View Logs: Allows the user to see call and message logs.
    • Manage Phone Numbers: Enables the user to add or remove phone numbers.
    • Buy Phone Numbers: Grants the user the ability to purchase phone numbers.
    • Admin Settings: Provides access to overarching administrative settings.
  • Make sure to review the permissions carefully to ensure each user has the right level of access based on their role.

Step 5: Save Changes and Review

  • After adding or editing a user, review the details to ensure everything is correct.
  • If all information is accurate, click “Save” (if editing) or “Send Invitation” (if adding a new user).
  • The user will now appear in the “Manage Users” list, with the assigned role and permissions.

 

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