Managing users, invitations & permissions

Managing who has access to your workspace and what they can do is essential for effective collaboration. This guide covers inviting users, setting permissions, and managing your team in Nestr.

Inviting users to your workspace

Only workspace admins can invite new users. There are three ways to invite people:

Method 1: Invite by email

1. Navigate to Workspace settings → Users.
2. Click Invite users.
3. In the dialog, enter one or more email addresses in the "Add emails" field.
4. Click Invite users.

Each invitee receives an email with a link to join your workspace. There is a daily limit on invitations (typically 20 per day - contact us if you need this to be higher).

Method 2: Share an invite link

In the same invite dialog, you'll find a shareable invite link. Copy and share this link with anyone you'd like to invite. If admin approval is required, new users will need to be accepted before they gain access.

Permission levels

Nestr has three standard permission levels for workspace members:

1. Owner: Full control - transfer ownership, assign/revoke admin, delete workspace, manage billing information, all admin
2. ‍Admin: Invite/remove users, manage settings, access all configuration, grant admin to others
3. ‍Member: View workspace content, fill roles, participate in meetings, manage their own work

Members can be grated admin/assigner rights for a specific circle either manually or by assigning them to a role that has those rights. On a Pro workspaces, you can also setup new rights groups to suit your specific needs. Please contact us to enable this on your account.

Changing permissions

1. Go to Workspace settings → Users.
2. Find the user in the list.
3. Click on the user to assign/revoke rights.

Transferring workspace ownership

Only the current owner (or a super-admin) can transfer ownership:

1. Go to Workspace settings → Users.
2. The target user must already be an admin.
3. Click Designate owner next to their name.
4. Confirm the transfer in the dialog.

After transfer, the previous owner retains admin rights but loses owner-level control.

Removing a user

1. Go to Workspace settings → Users.
2. Click Remove next to the user you want to remove.
3. Confirm the removal.

The user is suspended from the workspace and unassigned from all active roles, projects, and tasks. They can be re-invited later if needed.

Leaving a workspace

Any member can leave a workspace voluntarily:

1. Go to Workspace settings → Users.
2. Click Leave workspace next to your own name.
3. Confirm: you'll lose access and be unassigned from all items.

Troubleshooting invitations

User doesn't receive the invitation email

• Check their spam/junk folder.
• Verify the email address was entered correctly.
• Use the (Re)send invite option next to silent users in the Users tab.

"Email is already registered" error when creating a use through the API

When you create new users through the API, the person may already have a Nestr account with that email. Ask them to log in with their existing credentials, then invite them to your workspace by email.

"Only members can view this content"

The invitation may not have been accepted yet, or the user may be in a suspended state. Check the Users tab for their status and resend the invite if needed.

Domain-based access

For organisations with a company email domain, you can configure automatic access:

1. Go to Workspace settings → User Permissions & Domains.
2. Add your company's email domain.
3. Choose whether users from that domain can join automatically or require admin approval.