As your team grows and changes, you'll need to invite new members, update their permissions, and occasionally remove someone who's left the firm. This article covers all three.
All team management is done from Account → Members & Permissions in the left navigation. Only users with the Admin level permissions will be able to add, remove and edit Firm Members
Adding a Team Member
Go to My Account → Members & Permissions
Click Invite Member in the top right corner
Enter one or more email addresses in the pop-up box and click Send
The invited firm member will receive an email with instructions to set up their account. If they don't see it, ask them to check their spam or junk folder.
Checking on a Pending Invite
Once sent, the invite will appear in the Pending Invites section under Members & Permissions (toggle from Firm Members to Pending Invites to find it). From here you can:
Resend the invite if the team member hasn't received it or needs a reminder
Cancel the invite if you sent it in error
Pending invites remain here until they're accepted. Once a team member accepts, they'll appear in your Firm Members list and you can update their permissions.
Editing a Team Member's Permissions
Permissions control what each team member can see and do in Jetpack Workflow - from creating templates to managing clients or viewing reporting. As roles change, you may need to update these.
To edit a team member's permissions:
Go to Account → Members & Permissions
Click on the team member's name
Update their permissions as needed and save
Permissions can only be edited for users who have already accepted their invite. For a full breakdown of what each permission controls, see Permissions Overview.
Removing a Team Member
⚠️ Reassign their work before removing them. If you remove a team member without reassigning their projects and tasks first, that work will remain assigned to the deleted account — but the account won't be searchable or filterable anywhere in the app, making it very difficult to track down. Take care of reassignment first.
Step 1: Reassign their work
Before removing the user, go to the Projects page and filter by their name to pull up everything assigned to them. Use Bulk Edit to reassign their projects to another team member in one go. For tasks within projects, you'll need to go into each project individually to reassign. Series will also need to be reassigned on the series page.
Step 2: Remove the account
Go to Account → Members & Permissions
Click the three vertical dots to the right of the team member's name
Click Remove Account and confirm
This action cannot be undone. Once removed, the team member will immediately lose access to the account.
Step 3: Adjust your seat count if needed
If you're not filling that seat with a new team member, remember to reduce your seat count under Account → Billing to avoid being charged for unused seats. See Add or Remove User Seats.