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Invite your team

Members, roles, access. Available on the Agency plan.

Team collaboration is an Agency plan feature. You can invite teammates, assign a role, and control what they can see and edit.

Invite a member

  1. Sidebar then Settings then Team tab.
  2. Click Invite a member.
  3. Enter the member's email and pick a role (owner, admin, member, viewer).
  4. The member receives an invitation email. Once accepted, they appear in the list.

The 4 roles

  • Owner: account owner, full access including billing and workspace deletion.
  • Admin: full access except managing Nexte billing and changing ownership.
  • Member: read and write access to projects, clients, invoices, etc. No access to sensitive settings.
  • Viewer: read only access. Ideal for an accountant or external partner.
On the Freelance plan, only the main user has access to the workspace. To share with a colleague or accountant, switch to the Agency plan.