Users

Users in Next Matter

Apart from the administrator, there are two types of users in Next Matter.

• Colleague: as a colleague, you have access to public workflows and all private workflows shared with you.
• Light user: as a light user you have access to Next Matter Inbox and Portals that have been shared with you. You can start workflows from portals and complete tasks in those workflows.

Complete tasks

When you get a task assigned, simply open your Next Matter portal or link to the instance, add the required data, and click Complete.

How to find tasks

When you receive a task to complete, we let you know through multiple channels.

• We send you an email with a link to the task

• We show you your tasks in Next Matter Inbox
  

Start a workflow on the go

If needed, you can start a workflow. This might happen when you need to log a bug or report an issue. In such a case, you can start the workflow from the Workflows tab by clicking the icon on the right of the workflow name

or simply scan an available bar code (it might be useful for warehouses).

Ask questions or add comments

Next Matter workflows are interactive, so whenever you have a question related to the step, you can start a conversation.

Conversation allows you to ask questions, tag team members, and resolve any issues you might have.

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Watch our tutorial to dive right in!