Step 4: Invite your team
Add staff to NexusBot with an invite link and choose their role.
Invite the people who will reply to customers. Each person signs in with their own login, so you can see who replied to what.
Send an invite link
- Open Team members. Go to Settings → Team members and click Invite member.
- Choose a role. Pick Admin, Agent or Viewer. See the table below.
- Choose how long the link works. Pick 1, 7 or 30 days. You can add a Label, such as "Sara, support team", to remember who it's for.
- Generate the link. Click Generate link, then Copy it or click Send via WhatsApp.
- Your teammate joins. They open the link, sign up or sign in, and join your account.
Roles
| Role | What they can do |
|---|---|
| Owner | Full control, including billing. This is the person who created the account. |
| Admin | Everything, including managing team members and settings. |
| Agent | Use all features, such as replying to chats. Can't change settings. |
| Viewer | Read-only access across the app. |
Change a role or remove someone
In Settings → Team members, change a member's role from their row, or click Remove. A removed member loses access immediately.
For seat limits per plan, pending invitations and troubleshooting, see Invite and manage team members.
Next step
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