Introduction

Setup and Access

Step 1: Instance Creation

Each customer gets their own unique instance of the NextKS Framework, created by the NextKS admin team. This includes both components:

  • NextKS Assistant (Slack App): Tailored for the customer’s Slack workspace.
  • NextKS Portal (Web App): Accessible via a dedicated URL, such as https://[customer_name].nextksframework.com.

If your organization does not yet have an instance, please contact the NextKS team to request one.

Step 2: Installing the Slack App

To activate the NextKS Assistant for your Slack workspace:

  1. A Slack admin from your organization logs in at https://[customer_name].nextksframework.com/slack.
  2. Log in using one of the following options:
    • Email Login: Enter your email and follow the passwordless login link sent to your inbox.
    • Google Login: Use your Google account credentials.
  3. Click "Add to Slack" and approve the requested permissions.
  4. Once installed, the app is activated for all users in your Slack workspace. 
    Note: Built-in protection ensures the app cannot be installed in other workspaces, safeguarding your organization’s data.

Step 3: Adding and Managing Users

To configure users for the NextKS Portal:

  1. Log in to https://[customer_name].nextksframework.com/users using the same admin account.
  2. Add users individually or import a user list in bulk (CSV).
  3. Assign the appropriate role:
    • Team Member: For users without direct reports; they receive the standard survey.
    • Manager: For users with direct reports; they receive an extended survey to provide team insights.
  4. Assign the appropriate account type (see the next step for details):
    • User
    • Admin

Step 4: Account Types and Access

Accounts are categorized into two types:

  1. User:
    • Access URLs: /, /fileUploader.
  2. Admin:
    • Access URLs: /, /fileUploader, /users, /slack.

Need Help?

If you encounter any issues during setup, reach out to the support team at support@nextksframework.com.