NexusBot Help Centre

Invite and manage team members

Invite staff with a secure link, pick their role, and change or remove access later.

5 min read · Updated 6 October 2026

Give each staff member their own NexusBot login so everyone can reply to customers from the same inbox, and you can see who replied to what.

Before you start

Invite a team member

  1. Open Team members. Go to Settings → Team members and click Invite member.
  2. Choose a role. Pick Admin, Agent or Viewer. Not sure? Start with Agent. See the roles table below.
  3. Choose how long the link works. Pick 1, 7 or 30 days. Shorter is safer.
  4. Add a label (optional). For example "Sara, support team", so you know who each link is for.
  5. Generate the link. Click Generate link.
  6. Share it. Click Copy and send it by email or chat, or click Send via WhatsApp.

One link is for one person. Create a separate link for each teammate.

What your teammate does

  1. Open the link. It works on a computer or phone.
  2. Sign up or sign in. New to NexusBot? Fill in the form and click Create account & join. Already have a login? Sign in instead. Continue with Google also works.
  3. Confirm their email (new accounts only). NexusBot sends a confirmation email. They click the link in it to finish joining.
  4. Start working. They land in your account with the role you chose and can see your Inbox, contacts and channels.

Roles

RoleWhat they can doGood for
OwnerEverything, including billing. The person who created the account. There is one Owner.Business owner
AdminEverything, including channels, AI settings, settings and managing team members.Managers, supervisors
AgentUse all features, such as replying to chats, contacts and pipelines. Can't change settings.Sales and support staff
ViewerRead-only access across the app. Can't reply to customers or send Team Chat messages.Auditors, trainees, bosses who just want to watch

Pending invitations

Invites that haven't been used yet are listed under Pending invitations in Settings → Team members, with their role, label and expiry date.

  • Revoke an invite you sent by mistake, or one whose link was shared with the wrong person. The link stops working straight away.
  • An invite that passes its expiry date stops working on its own. Create a new one if the person still needs to join.

Change a role or remove someone

In Settings → Team members:

  • Change a role: choose a new role from the member's row. It applies straight away.
  • Remove a member: click Remove and confirm. They lose access immediately. Your chats, contacts and notes stay in your account.

Troubleshooting

What you seeWhyFix
You can't find Invite memberYou're an Agent or ViewerAsk your Owner or an Admin to send the invite
A message says you've reached your team member limitYour plan has no free seatsRemove someone you no longer need, or upgrade under Settings → Billing
Your teammate says the link doesn't workIt expired, was revoked or was already usedCreate a new invite and send the new link
Your teammate never got the confirmation emailIt went to spam, or the email address was mistypedCheck the spam folder. Still missing? Message us from the Support page

Still stuck? Message us from the Support page in NexusBot. See Support chat.