Members, roles, and access

Owners and Admins manage workspace access from Settings → General → Members. The list shows accepted members first, followed by an Invitations section for pending and expired invitations.

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Workspace name

This guide uses workspace for the shared Nexor account your team joins. You can see its current name in the account menu in the sidebar. The current Settings → General page does not expose a self-service field for that name, so an Owner or Admin cannot rename the workspace from the dashboard. To request a change, contact your Nexor account team.

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What the Members list shows

Each accepted member row shows the person’s name, email, role, and appointment Agent assignments when available. Invitation rows show the invited email, selected role, expiration state, and invitation actions. The first ten members and invitations are shown together. Use Show all to expand the list and Show less to collapse it again.

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Choose a role

The invitation dialog offers three roles: Owner and Admin are not interchangeable. Their team-management permissions differ:

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Invite a teammate

If email delivery fails, the invitation remains active and the confirmation still provides its link. The selected appointment Agents remain pending until the teammate accepts. On acceptance, Nexor activates those meeting-host assignments. An appointment Agent is eligible for this selector when it books appointments and has one meeting type. If no eligible Agent exists, the meeting assignment control does not appear.

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Resend or cancel an invitation

Open the menu on an invitation row:

• Resend sends the invitation email again and returns the link in the confirmation. It preserves the selected appointment Agents. If the invitation expired without being used, resending renews it for seven days.
• Cancel asks for confirmation and invalidates the invitation. The old link can no longer be accepted.

Use Resend for an expired or missed email. Use Cancel when the person should no longer join the workspace.

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Edit or remove an accepted member

When appointment Agents are available, their assignment control appears directly in the accepted member row. Open the row menu for the other available actions: Removing a person also removes that workspace’s appointment Agent assignments, availability schedule, and calendar connection. It does not delete the person’s global Nexor account or the workspace’s lead records.

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Availability and calendar connection

From Members, an Owner or Admin can open Availability on a Member row and edit:

• Time zone
• Weekly working hours
• Time-off blocks

The Availability dialog opened from Members does not show calendar connection status. Each person connects or reauthorizes their own Google or Outlook calendar from Meetings, where they see either Connect your calendar or My availability. The current screen does not expose self-service disconnection, so contact Nexor Support to remove a provider or switch between Google and Outlook. A personal calendar connection can apply across that person’s Nexor accounts. When requesting removal, identify which workspaces should be affected because the available removal paths do not have one universal account scope. Removing a Member from this workspace deletes only this workspace’s connection row. See Calendars and availability for the complete setup and current limitations.

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What a Member can access

A Member starts in Inbox and uses a smaller route set than an Owner or Admin: Members do not receive the general Brain, Learning, Integrations, Developers, or Settings navigation. Most other routes outside the Member experience return them to Inbox. If My Leads is empty, clear the search and stage filter, then change Last 30 days to All time. If it is still empty, ask an Owner or Admin to check the lead assignments. Giving someone the Member role does not assign existing leads to that person.

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Accept an invitation

The invitation link opens a public acceptance page and must be used with the invited email address. The acceptance page has dedicated messages for expired, already accepted, cancelled, invalid, and email-mismatch links. Ask an Owner or Admin to resend the invitation when the link expired. The page uses password sign-in or password account creation; it does not offer a visible Google acceptance option.