Invite team members in Jira: Guide for getting started

Inviting team members in Jira can be the key to successful collaboration in projects. It allows you to coordinate your work and ensure that all participants can efficiently fulfill their tasks. In this guide, I will show you how you can easily add team members and manage their roles.

Key Takeaways

• You can invite team members through the Jira user interface.
• There are various options to send the invitation, including via email, Google, Slack, or Microsoft.
• In the free version of Jira, the roles you can assign are limited, but you can easily invite all members.

Step-by-Step Guide

First, open your Jira dashboard and find the top navigation bar. Here you can navigate to any menu item, including the area where you can add team members.

To add a team member, click on the "People" menu item. There you have the option to invite new personnel.

Now you will see the options for sending the invitation. You can select a person by using either the email address, Google, Slack, or Microsoft.

After you have selected the team member, an invitation will be sent to the specified email address. The person will receive a notification about the invitation, which they can accept to become part of your project.

Before your team member can start, they must create an account. This is necessary in order to actively work in Jira.

Now we add the person, which is a very simple process. You select the invitation and send it.

In the next step, you can also assign administrator roles to the new member, if necessary. This gives you control over the permissions the person has within your project.

It is important to note that in the free version of Jira, up to 10 users, role changes are not possible. This means that all members have equal rights and can make changes.

However, if you have a large group, it is advisable to manage this role to avoid potential issues, for example, if someone unintentionally deletes important data.

Now the new member has been successfully added. You can monitor them in the project settings under "Access" and see who is involved in the project.

Additionally, you have the option to filter by specific individuals or their roles. This helps you keep track of your team and ensure that everyone has the correct role.

Here are the different roles that can be assigned in Jira: Administrators, Members, and Viewers. Administrators have extensive editing rights, while Members actively participate, and Viewers can only view the project without making changes.

Although you cannot edit roles in the free version, it is still easy to manage all participants and ensure that everyone on the team can effectively collaborate.

This concludes the brief overview on adding people in Jira. You can see that the process is straightforward and user-friendly.

Summary

You have learned how easy it is to invite team members in Jira. You now know the steps to add new members, manage their roles, and effectively send the invitation. You have also recognized the differences in permissions between the free and paid versions.