Set up a Nexus vault

Create a vault, connect an existing agent, and invite your team from your own computer.

You can set up a new vault from your own computer. A vault keeps its documents, membership, and agent permissions separate from your other vaults. Use a project folder inside an existing vault when the work does not need its own access boundary.

Open vault setup

In Nexus Desktop, choose Workspace options → Set up a vault…. On the web, open Settings → Vault setup · agents and invitations. Sign in as the vault owner to manage its setup.

Each step saves independently. You can return to the setup screen later to finish without starting over.

1. Create or choose the vault

Under Vault, create a new vault with its name, or choose an existing vault to continue its setup. Check the selected vault before making access changes.

For a first connection, follow Connect your agent.

2. Add it to an existing agent connection

Under Connected agents, select the connection you already use, such as your Dot connection. Choose the access this new vault should grant:

• Read documents and boards for reading and analysis.
• Read, create documents, and manage tasks for creating documents and working with board tasks.

Review the scope, then choose Add vault access. This grants the selected access across the new vault, including future documents, until revoked. It does not grant deletion, publishing, invitations, or administration.

Existing vault grants stay unchanged. You do not need to reconnect the app or reauthorize every other vault. Ask the agent to list its available vaults and explicitly name the new vault when requesting work.

Built-in hosted agent

The built-in agent is managed for the workspace and can be used from your own device. You do not need to run a local AI agent or configure another computer to use it.

This is separate from an external connection such as Dot. Adding Dot access does not itself enable the built-in agent. Owners may see an assignment step in setup; the workspace administrator manages that hosted-agent assignment. Check that the built-in agent shows online before relying on it for a request.

3. Invite your team

Under Invite people, enter the person’s email and select a role:

• Editor: can create and update documents and tasks.
• Viewer: can read the vault.

Choose Send invitation. The recipient opens the invitation, signs in with the invited email, and accepts it. Sent · awaiting acceptance means the invitation was sent, not that the person has joined. Invitations expire after seven days; owners can revoke them before acceptance.

Confirm you are ready

Choose Open vault and add your first project context. Check that the intended agent connection includes the vault and that invitations show the expected status. If you are using the built-in agent, send a small read-only request to confirm it responds.

Continue with the Nexus quick start: add context, create a ticket, use your agent, and link the result.