Configuring accounts, system and content

1

Configure the system

• Customize your Nexthink instance appearance.

• Define device and user classification rules.

Refer to Appearance and Product configuration documentation for more information.

2

Set up accounts and access control

• Define roles with permissions that align with responsibilities and appropriate access scope.

• Create Nexthink user accounts and assign appropriate roles.

• Configure SSO, if applicable.

Refer to the Account management documentation for more information.

3

Configure data retention

Specify data retention periods for Inventory and Operational data in accordance with your privacy and compliance policy.

Refer to the Data management documentation for more information.

4

Configure Nexthink content

Install content from the Nexthink Library or create custom content as needed.

• Configure content that extends the NQL data model with additional context and supports visualization and analysis. This includes Custom fields, Custom trends, Ratings and Checklists.

• Configure content used for monitoring, troubleshooting, automation and engagement (for example, applications, campaigns, dashboards, workflows).

• If applicable, create content required for the Digital Employee Experience (DEX) score, such as applications and the DEX campaign.

5

Configure Digital Experience (DEX) Score

• Select the applications to be included in the DEX score computation.

• Select the metrics to be included in the DEX score computation and define thresholds for each metric.

• Select the campaign used to incorporate sentiment data into the DEX score computation.

Refer to the Digital Experience Score Management documentation for more information.