In this guide, a Member is a person who works assigned leads and meetings. An Agent is the AI configuration that contacts leads. These are separate concepts.
Watch the walkthrough
Use the role and access tables below as the current reference when the recording differs.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.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.The current page does not include member search or a separate Invitations tab. Invitations appear below the accepted members in the same list. It also does not show Joined or Last Active columns.
Choose a role
The invitation dialog offers three roles:
Owner and Admin are not interchangeable. Their team-management permissions differ:
Invite a teammate
1
Open the invitation dialog
In Settings → Team, select Invite member. Enter the person’s email address and choose Owner, Admin, or Member. Only an Owner can invite another Owner.
2
Choose appointment Agents when needed
If the workspace has eligible appointment Agents, the dialog shows Should this user take meetings? Turn it on and select at least one Agent, or choose All agents. This assignment controls which Agents the person can take meetings for; it does not change the person’s workspace role.
3
Send the invitation
Select Invite. Nexor creates an invitation that expires in seven days and always attempts to send it by email.
4
Copy the link after sending
The confirmation displays a copyable invitation link after the invitation is created. Copy it if the teammate needs the link through another secure channel. There is no Create Link option before sending.
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.
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, and takes them out of every stage’s lead rotation. It does not delete the person’s global Nexor account or the workspace’s lead records.
Hand off their leads
When the person you remove has assigned leads, the confirmation shows how many and asks who takes them over:
The leads move at the same moment the person is removed. Each lead’s assignment history records the change, and a confirmation shows how many leads each teammate received. Archived leads keep their previous owner. If the person has no assigned leads, the confirmation skips this choice.
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
Some labels in the current Availability dialog can appear in English even when the workspace language is Spanish. This does not change the saved time zone, hours, or time off.
What a Member can access
A Member works the leads assigned to them. In the workspace they see:
Members don’t see Ask Nexor AI, Integrations, MCP, or Settings. Their account menu has Docs and Log out. The classic interface under
/v1 isn’t available to them.
If a Member’s Leads list is empty, ask an Owner or Admin to check the lead assignments. Giving someone the Member role does not assign existing leads to that person.
Accept an invitation
The invitation link opens a public acceptance page and must be used with the invited email address.1
Open the link before it expires
The page shows the workspace, inviter, and assigned role. A new or renewed invitation is valid for seven days.
2
Use the matching password flow
If an account already exists for the invited email, sign in with that email and password, then join the team. If the email is new, enter a full name, phone number, password of at least eight characters, and password confirmation. The invitation email cannot be changed.
3
Join the workspace
After acceptance, Nexor creates or reactivates the membership. Any appointment Agent selections from the invitation become active at this point.