Design Workflows Builder Toolbox

In Next Matter you can add users manually or using SCIM (System for Cross-domain Identity Management).

To manage users, go to Company [left-hand navigation bar].

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Create teams

  1. Go to Company > Teams.
  2. Click + Add team.
  3. Give your team a name.

Now you can start adding users to teams and assigning roles to users. These are the roles available:

  • Admin - this is the power user that has access to the entire Next Matter app, and manages users and integrations
  • Colleague - this is the full user who has access to the entire Next Matter portal apart from the Company settings and Automations library.
  • Light user - this is the portal user who has access to portals and the workflows shared there and the Next Matter inbox.
  • Team lead - this is the user who has access to all workflows that the team has access to and can delegate tasks within the team. Normally, this user has the Colleague or Light user user permissions.
  • Team member - this is the user who has access to public workflows and the workflows they’ve been invited to within the team. Normally, this user has the Colleague or Light user user permissions.

You can also assign tasks to external users (guests) who don’t require any Next Matter user account or permissions. They can complete tasks (for example fill in forms) that they see as an external page. You can send the link to the task in an automated email or as a public form.

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Rename or delete a team

You can rename or delete a team in Company > Teams. Click … and select the action.

When you delete a team and there are active workflows with actionable steps assigned to the team, you need to re-assign these steps or complete instances to another team member. Any unassigned steps and active conversations also get re-assigned and displayed in the new assignee’s inbox. Completed steps or instances don’t get re-assigned.

Click Delete team and follow the prompt to select the right assignee.