Managing Users
Managing Users in Nextere
The "Users" page in Nextere provides administrators with a centralized interface to manage staff, agents, and agencies within the organization. This article explains the key features, filters, and actions available on this page to help you oversee and support your team efficiently.
Understanding the Users Page
The Users page is divided into three main tabs:
o Staff: View and manage internal team members.
o Agents: Access information specific to insurance agents.
o Agencies: See a list and details of all associated agencies.
User Table Overview
The table displays the following key columns for each user:
o Name: The full name or role of the user.
o Email: The user's registered email address.
o Phone: User’s phone number (if available).
o Extension: Assigned phone system extension for internal calling.
o Status: Indicates if the user account is "Active."
o DID: Direct Inward Dialing line (for incoming/outgoing calls).
Filters and Search
Search for users by entering staff name, staff email, or staff phone in the filter boxes at the top.
Use the tabs to switch between viewing staff, agents, or agencies.
Actions and Controls
For each user entry, you may see the following action icons:
o Call (Phone icon):
Initiate a VoIP call to the user if their phone/extension is configured.
o Show activity:
Open an activity tracking window, design to monitorand visualize the user’s actions over selected time range
o Options (Three dots):
Access more advanced actions such as managing DID numbers including assigning or removing them.
You can assign a single or multiple DID numbers to users. For quick removal ,use the “Unassign all” options to clear all assigned DIDs for the users with one click.
This streamlined action panel ensure you can efficiently manage calling, activity, monitoring, and DID assignment for every users on the platform.
Status Indicators
o Active:
User is currently enabled and can access the system.
o Inactive/Disabled:
(If visible) Users cannot log in or receive communications until reactivated.
Sync Actions
Other actions at the top include:
o Sync Users: Manually sync the user list with updates from connected systems (e.g., HR, CRM).
o Sync Contacts: Refreshes contact data across the organization.
o Last Sync: Displays the last time users were synchronized with external sources.
o System admins can add or remove users, assign roles, and manage permissions from this page.
Troubleshooting
If a user is missing or cannot be reached:
o Ensure the information is correct in the source system before syncing.
o Verify the user’s status is marked "Active."
o Check phone and extension setup if VoIP call options are unavailable.
For more information check out our instructional video: Manage Users
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