Inviting Team Members to your Jamy Organization

1. Open Settings → Team & Users.

2. Click Invite Member (top right of the Team Members section).

3. In the Invite a Member modal:

   • Enter their email address

   • Select a Role (Admin or Member)

4. Click Send Invitation.

You’ll see a success message like: Invitation sent to name@example.com.

The invitee receives an email with a link to join your organization. The invitation also appears under Invitations with status Pending.

What the invitee does

1. Open the invitation email and click the join link.
   The signup page looks like:
   https://app.jamy.ai/signup/invitations/{invitation_id}/{email}

2. Complete the invitation form:

   • Email (pre-filled, locked to the invited address)

   • First name

   • Last name

   • Password

   • Repeat password

3. Meet the minimum password requirements shown on the form.

4. Click CREATE ACCOUNT.

5. After success, they are redirected to Login. They can then sign in and use Jamy as part of your organization.

Managing invitations

Open Settings → Team & Users → Invitations.

Each invitation shows:

• Email

• Role

• Sent date

• Status

Invitation statuses

Actions for Pending invitations

Managing existing team members

In Team Members, Admins can:

Change a member’s role

1. Click Edit next to the member.

2. Choose Admin or Member.

3. The role updates immediately.

4. Click Done to collapse the edit panel.

Activate or deactivate a member

Use the Active switch next to the member:

• On — user can access Jamy

• Off — user is deactivated and cannot use the account

Deactivating a user can free a seat if your plan has seat limits (see below).

Seat limits (AppSumo / limited plans)

If your organization has a fixed number of seats (for example, AppSumo licenses):

• Available seats = active users + pending invitations

• If all seats are used, Invite Member is disabled

• Hover the button to see:
  All X seats used. Deactivate a user or remove an invitation to free up a seat.

To invite someone when seats are full:

1. Deactivate an unused member, or

2. Cancel a pending invitation

Then try inviting again.

Organizations without seat limits can invite freely.

Quick start checklist

1. Log in as an Admin

2. Go to Settings → Team & Users

3. Click Invite Member

4. Enter email + choose Admin or Member

5. Click Send Invitation

6. Ask the teammate to open the email and create their account

7. Confirm they appear under Team Members (and invitation shows Accepted)

Best practices

• Invite most people as Member; reserve Admin for people who should manage billing, seats, and org settings.

• Cancel unused pending invites so seats stay available.

• Deactivate accounts for people who leave the company instead of leaving them active.

• Resend the invite if someone says they never received the email (check spam/junk too).

FAQ

Related articles

• Meeting Bots (AI Notetaker) — set up bots after teammates join

• Configuring Notifications — each user can configure their own notification preferences

• Connecting Jamy to your Meetings — calendar setup per user

Summary

Admins invite teammates from Settings → Team & Users, choose Admin or Member, and send an email invite. Invitees create an account via the invitation link. Admins can resend or cancel pending invites, change roles, and activate/deactivate members. On seat-limited plans, active users + pending invites count toward your seat total.