Invite your team
Invite colleagues by email, choose what they can do, manage pending invitations, change someone's standing, and accept an invitation.
People join a workspace only by invitation. The invitation goes by email to one address, and when you send it you decide what they can do: nobody joins without that decision. This page helps owners and admins invite and manage people, and helps invited people accept.
Before you start
- To invite, manage invitations and change accounts, you need to be the owner or an admin of the workspace.
- You invite from Governance › Organization.
- If you were invited, go straight to Accept an invitation.
Every person in a workspace has a standing:
- Owner — the person who founded the workspace.
- Administrator — manages people, invites and what colleagues can do.
- Member — works with everything you let them; does not manage the workspace.
Invite a colleague
Open Governance › Organization.
On the Command Center, Invite a teammate leads here too.
Click Invite at the top right of the page.
The window Invite user opens.
In Email, type your colleague's address, for example aiko@harborpine.example.
Under What they can do, pick one choice:
Optional: pick a Team, or leave — No team —.
Optional: in Expires in (days), type a number from 1 to 30. Leave it blank for the default, 7 days.
Click Send invite.
The window turns into Invite sent, with Email sent to …. The link reaches only that mailbox. It shows Expires, Joins as and Team.
Click Done.
Follow, resend or revoke an invitation
On Organization, open the Who's who panel, then People.
At the bottom, the list reads Invites · N pending, where N is the number of invitations still waiting.
Read each row: the address, the status (Pending, Accepted, Expired or Revoked) and when, for example expires in 3d.
To send the email again, click Resend, or the envelope icon. The row says Email sent again.
To cancel an invitation, click the revoke icon, Revoke this invite. In Revoke invite, click Revoke.
To tidy the list, click Purge stale invites. It removes the revoked and expired invitations. Invitations of people who still have an account are kept.
Accept an invitation
Open the invitation email and click the link.
The page Accept your invitation shows the workspace, the team if there is one, and how you join, for example You'll join the Production team as a colleague. It also shows when the invitation expires.
Follow the case that fits you.
You have no Nexa Agora account yet
Fill in First name and Last name.
Type a Username: 3 to 50 characters. You use it to sign in, and your teammates see it.
Type a Password of at least 8 characters.
Click Create my account.
The page says Account created — Redirecting you to sign in…. Sign in with your new account.
An account already uses this address
The page says An account already uses this address. Sign in with it, and you come back here to join.
Click Sign in to accept and sign in.
Back on the page, click Join the workspace, or Join the … team.
The page says You joined the workspace. Open it from the workspace switcher in the menu. Click Open my workspaces.
You are signed in with a different address
The page says the invitation is for another address. Click Sign out and use … and sign in with the invited address.
Change someone's standing
On the Organization chart, click the person, or open them from Who's who › People.
Their panel shows Account, with Email, Standing and Status.
Click Edit account.
In Standing in this workspace, click Make admin or Make member.
A note confirms the change. When you make someone a member, their permissions stay the same; only the right to manage the workspace goes.
Change the other fields if you need to, then click Save changes.
Remove someone from the workspace
Open the person's panel, then Account, then Remove from workspace.
The dialog explains that the person leaves the workspace: their place on the chart, their seat and their access go. Their Nexa account stays, and an invitation brings them back.
Click Remove from workspace to confirm.
What you will see
Good to know
- Everyone invited joins on a free seat and uses the workspace's credits. An invitation not yet accepted has no seat. The owner manages seats in Settings › Billing.
- The invitation link is valid 7 days, unless you set another number from 1 to 30.
- Members see the whole chart and every person's email, standing and status. They manage no account.
- Nobody edits or removes the owner from here. The owner changes their own account in Settings.
- A person who owns another workspace can be removed from this one, but not edited or deleted here.
- Delete account is permanent, and you confirm it by typing the person's username. It is offered only for someone whose account this workspace created and who belongs to this workspace alone. Anyone else is removed from the workspace instead.
- An account created through an invitation cannot open workspaces of its own.
- Take off the chart only takes a person out of the picture. They stay in the workspace.