Organization Management
Learn how to manage your organization structure, invite team members, assign appropriate roles, and handle ownership transfer.
Managing Team Members
Invite team members to your organization and manage their roles and permissions.
To collaborate effectively, you can invite team members to your Nexsso organization. Each team member can be assigned specific roles that determine their access level.
How to Invite Users
Navigate to Settings → Team Members in the dashboard sidebar.
Click the Invite Team Member button in the top-right corner.
Enter the email address of the person you want to invite.
Select the appropriate role for this team member (see role descriptions below).
Optionally, select specific departments this user should have access to.
Click Send Invitation to email the invitation to your team member.
User Roles and Permissions
Understand the different roles and permissions available for team members.
Nexsso offers multiple user roles to match your organization's hierarchy and security requirements. Each role has different permission levels:
Full access to all features, settings, and billing. Can add other owners, and is the only role that can delete the organization.
Can manage all settings except billing and organization deletion. Can invite users, manage roles, and configure all features.
Can manage assigned departments, including team member assignments, conversation handling, and department-specific settings.
Can view and respond to conversations in assigned departments. Limited access to settings.
Read-only access to conversations and analytics. Cannot respond to conversations or change settings.
Changing a User's Role
To change a team member's role:
- Navigate to Settings → Team Members in the dashboard
- Find the user whose role you want to change
- Click the Edit button (pencil icon) next to their name
- Select the new role from the dropdown menu
- Click Save Changes
Ownership Management
Manage organization ownership, including adding co-owners and transferring full ownership.
Nexsso allows you to add additional owners to your organization, providing them with full administrative access and control.
How to Add a Co-Owner
- Navigate to Settings → Team Members in the dashboard
- If the user is already a team member, find their name and click the Edit button
- Change their role to Owner
- Click Save Changes
- If they're not already a team member, follow the steps to invite a new user, selecting Owner as their role
If you need to transfer primary ownership of your organization to another user, follow these steps:
Ownership Transfer Process
- First, ensure the user you want to transfer ownership to is already a member of your organization
- Navigate to Settings → Organization in the dashboard
- Scroll down to the Ownership section
- Click the Transfer Ownership button
- Select the new owner from the dropdown list of team members
- Enter your password to confirm the transfer
- The selected user will receive an email asking them to accept ownership transfer
Attention Required
