Adding Your Team and Assigning Permissions

Last Updated 30/06/2025

If you’re working with a team, whether it’s a colleague, assistant, or external collaborator, you don’t need to share your login. Neexa lets you invite them to your workspace with the right level of access.

Here’s how to do it in a few quick steps.

Go to “Workspace Team”

In your workspace, scroll down to the Workspace Team section Click Invite to Workspace

Choose Their Role

You’ll see a pop-up with two role options:

• Owner
  • Full access: Can create businesses, manage AI agents, reply to messages, and make changes.
• Member
  • View-only access: Can see businesses and agents, but can’t create, edit, or respond to chats.

Choose the role that fits what they need to do.

Add Their Email

Type the team member’s email address Invite.

They Accept the Invite

The person you invited will receive an email titled:

Once they accept the invitation, they’ll automatically appear under your Workspace Team section. You’ll see their name, email. When you click the 3 dots at the end of their information, you can and assigned role, and you can manage or remove members anytime.

Things to Know

• You can update roles or remove members at any time from the Workspace Team section.
• Only Owners can manage team invites and permissions.

Why Add Team Members?

Whether you’re managing leads, sales conversations, or multiple businesses, adding team members helps you work smarter and faster. Everyone gets visibility, and no customer is left behind.