Jitera has four distinct flows for adding users depending on where they are being added and whether they are already in your organization.Documentation Index
Fetch the complete documentation index at: https://docs.jitera.ai/llms.txt
Use this file to discover all available pages before exploring further.
Capabilities
- Send organization invitations with role assignment
- Add org members to a team immediately (no email required)
- Invite external guests to a team via email
- Send project guest invitations to external users
- Accept invitations via email link
How to Use
1. Send an organization invitation
- Navigate to Organization Settings → Members
- Click Invite (Organization Owner/Admin only)
- Enter the recipient’s email address
- Select an organization role: Team owner, Admin, or Member
- Optionally assign to specific teams during invitation
- Click Send invitation
- Recipient receives an email with an acceptance link and lands on
/homeafter accepting
2. Add an org member to a team
- Navigate to the Team Members page
- Click Add member (Team Owner/Admin only)
- “Add member to team” dialog opens with a checklist of org members
- Check the boxes next to each person to add
- Click Add — members are added immediately with Member role
- No email is sent; no acceptance required
3. Invite an external guest to a team
- Navigate to the Team Members page and click the Guests tab
- Click Invite guest (Team Owner/Admin only)
- Enter one or more external email addresses (comma-separated)
- Click Send
- Guest receives an email to sign up and accept
- Accepted guests appear in the Guests tab with a fixed Guest role
4. Send a project guest invitation
See Project Invitations for the full flow.- Navigate to Project Settings and click Invite guests
- Enter external email address(es) and click Invite
- Guest receives an email to sign up and accept
- Accepted guests land on the project chat with a fixed Viewer role
5. Accept an invitation (org invite or guest invite)
- Recipient receives email with invitation details
- Click the acceptance link in the email
- New users complete account creation; existing users are assigned the role automatically
- Access is granted immediately upon acceptance
Requirements
| Requirement | Details |
|---|---|
| Org invitation | Organization Owner/Admin only |
| Team add | Team Owner/Admin only; user must already be an org member |
| Team guest invite | Team Owner/Admin only; external email required |
| Project guest invite | Project Owner/Admin only |
Related
- Organization Members - Manage org-level members
- Team Members - Manage team members and guests
- Project Invitations - Project guest access

