Managing Team Members and Permissions

This guide will show you how to invite team members, assign roles, and manage permissions

1. Inviting Team Members ✉️

  1. Go to Settings → Team in your Jurnie dashboard.

  2. Click Add Member.

  3. Enter the team member’s Name, Email Address, and Role, choose either Member or Admin.

  4. Click Send Invite.

✅ Tip: Team members will receive an email with a link to join your organization on Jurnie.

2. Roles & Permissions 🛡️

Jurnie has two main roles for team members:

Role Permissions

Admin

Can manage team members, change roles, access all meetings and settings, connect integrations, and update billing.

Member

Can start and join meetings, view their own and shared meeting summaries, and ask AI questions.

✅ Pro Tip: Assign Admin roles carefully, only users who need full control over the organization should have this level of access.

3. Managing Team Members 🔧

  • Change a Role:

    1. Go to Settings → Team.

    2. Click the three-dot menu next to the member’s name.

    3. Select either Admin or Member.

  • Deactivate a Member:

    1. Go to Settings → Team.

    2. Click the three-dot menu next to the member’s name.

    3. Select Deactivate.

✅ Tip: Deactivated members lose access to your Jurnie organization immediately. Their meetings and data are not permanently deleted and can be restored if the user is reactivated later.

4. Best Practices for Teams 💡

  • Keep your team list updated, remove inactive members to maintain security.

  • Use roles to control access, not everyone needs Admin rights.

  • Encourage members to connect their calendars and meeting platforms for seamless collaboration.

  • Share templates to keep meeting summaries consistent across the team.

5. Need Help? 🤝

If you have questions about managing your team or permissions, visit our Help Center or contact our support team, we’re here to help!