Refer to this page for answers to some questions our users have asked.
Next Matter offering
Does Next Matter do Robotic Process Automation (RPA)?
Does Next Matter do Robotic Process Automation (RPA)?
In Next Matter, Robotic Process Automation (RPA) is not our focus. We understand Robotic Process Automation (RPA) as click or UI automation. It helps automate repetitive tasks for a single person on their screen. In Next Matter, we do end-to-end / cross-functional workflow automation across multiple teams, people, and systems. RPA can be integrated with Next Matter so that robots take care of repetitive tasks on top of legacy UI as part of a workflow. Read more on the topic in our blog.
What hosting options are available?
What hosting options are available?
Our standard model for our clients is cloud Software-as-a-Service (SaaS) with hosting on European servers.We are fully prepared to offer additional deployment options to enterprise customers within our shared environment, in a dedicated environment on our servers, and on most local or third-party cloud environments of your choice.Our team can address hosting and deployment questions with you in greater detail at any time. Please address your questions to: support@nextmatter.com.
How is Next Matter different from other automation tools on the market?
How is Next Matter different from other automation tools on the market?
Automation solutions range from very basic and closed, to extremely complex and technical.Next Matter sits right in the middle with a simple no-code solution, allowing anyone to get their hands on the best process they want to build, without requiring IT support. Next Matter allows users to build, track, orchestrate, and execute complex business workflows. We’re not a database solution but can integrate with a third-party database.
Where is Next Matter data stored?
Where is Next Matter data stored?
Currently, we store data in the European Union. We don’t host data in other geographies at the moment but are prepared to do it for a certain deal size. For an overview of our hosting subcontractors, see Annex 4 of this page.
How does Next Matter ensure the security and confidentiality of sensitive data?
How does Next Matter ensure the security and confidentiality of sensitive data?
Next Matter is EU GDPR compliant. Our platform is hosted in Frankfurt, Germany by Amazon Web Services using data centers that meet global compliance standards such as ISO 27001, SOC 2 Type 2, and PCI DSS Level 1. For details on data security, see here.
How do I contact Next Matter support?
How do I contact Next Matter support?
Our Support team is there to answer any questions and address any issues you might have. You can reach the team by sending an email to support@nextmatter.com or by clicking the chat icon at the bottom-right of this page or any other page in the help center. The chat widget is also available on our website: nextmatter.com. 
Next Matter portal
What are the system requirements for Next Matter?
What are the system requirements for Next Matter?
Browser SupportWe support all major browsers for desktop and mobile:ConnectivityFor mobile, we advise using 3G or higher connectivity.
- Three most recent versions of Chrome and Microsoft Edge
- Three most recent versions of Firefox
- Safari 13 and later versions
- Chromium-based browsers other than Chrome/Edge
- Samsung Internet
- Opera (excl. Opera Mobile)
We don’t support any version of Internet Explorer, Opera Mobile, and other mobile browsers, including Safari 12 and older.
How do I log in to Next Matter?
How do I log in to Next Matter?
If your administrator has invited you, you can log in in one of the three available ways:
- Email address and password
- Sign in with Google (GSuite email address matching the email address of the invitation)
- Sign in with a Microsoft account
Can I customize the logo of my workspace?
Can I customize the logo of my workspace?
We can change the name and logo of your workspace, as well as any notifications that are sent from Next Matter to external users (see Assign a step to external user).Get in touch with Next Matter Support to request the change.
How can I change my billing or address details?
How can I change my billing or address details?
Billing is automatically adjusted based on the number of users in your account. The demo and troubleshooting users that have the @nextmatter.com email address are not counted for billing purposes.If you want to update your invoicing address, email address, or subscription plan, get in touch with Next Matter Support.
How can I export my data?
How can I export my data?
You can export your process and instance-related data at any time with our CSV export available in Data > CSV exports.To export specific metrics, send an email to support@nextmatter.com and we will provide you with your data export within 48 hours. Be sure to include in your request the time period requested, and the metrics you are looking for.
Who can view a workflow?
Who can view a workflow?
The ability to view a workflow depends on several factors:
- The privacy settings of the workflow
- The privacy settings of the folder that the workflow is in
- Teams and users that are assigned to the steps in the workflow
Can I access and push data to my database using API?
Can I access and push data to my database using API?
We have a ready-made integration with Amazon Redshift. We also allow integrations with any third-party application that uses REST API.
Can Next Matter receive data from Typeform?
Can Next Matter receive data from Typeform?
Yes! You can integrate Typeform into a workflow by replacing the default Next Matter public form link with a Typeform link and sending back the collected data into Next Matter. This requires configuring a webhook that triggers when a form is completed in Typeform.
How do I offboard users in Next Matter?
How do I offboard users in Next Matter?
It’s best not to delete users immediately but to revoke their passwords first. If they had admin credentials, transfer them to a colleague. Set up Out of Office to reassign tasks before deleting users.
What's the difference between a light user (portal user) and a colleague (full user)?
What's the difference between a light user (portal user) and a colleague (full user)?
| Feature/Capability | Light Users | Colleagues |
|---|---|---|
| Portals access | ✅ Can access portals and workflows shared through portals | ✅ Can access portals |
| Inbox access | ✅ Can access their Next Matter inbox | ✅ Can access their inbox |
| Request status & monitoring | ✅ Can view status of their requests and monitor progress | ✅ Can view status of requests and monitor progress |
| Workflow creation | ❌ Cannot create workflows | ✅ Can create and build workflows |
| Workflow starting | ✅ Can only start workflows through portals | ✅ Can start any workflow (unless restricted by visibility settings) |
| Workflow editing | ❌ Cannot edit workflows | ✅ Can edit their own workflows, but need explicit editor rights for others’ workflows |
| Access to Company settings | ❌ No access | ❌ No access |
| Access to Automations library | ❌ No access | ❌ No access |
| General platform access | ❌ Limited access | ✅ Full access to Next Matter portal |
| Team membership | ✅ Can be added to teams | ✅ Can be added to teams |
| Team roles | ✅ Can have team-specific roles | ✅ Can have team-specific roles |
| Overall rights | More restricted access | Broader access to functionality |