Refer to this page for answers to some questions our users have asked.
Does Next Matter do Robotic Process Automation (RPA)?
What hosting options are available?
How is Next Matter different from other automation tools on the market?
Where is Next Matter data stored?
How does Next Matter ensure the security and confidentiality of sensitive data?
How do I contact Next Matter support?
What are the system requirements for Next Matter?
How do I log in to Next Matter?
Can I customize the logo of my workspace?
How can I change my billing or address details?
How can I export my data?
Who can view a workflow?
Can I access and push data to my database using API?
Can Next Matter receive data from Typeform?
How do I offboard users in Next Matter?
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 |