Quick Start Guide

Invite Your Team

Learn how to invite your teammates to join your Jeeva platform

Written By: Gaurav Bhattacharya

Jun 6, 2025

Creating or joining a team in Jeeva is straightforward.

Follow these steps to get your team set up:

Navigate to Team Settings:

  1. Go to the Homepage.

  2. Click on the Profile button at the top right corner.

  3. Select Team from the top left.


Profile Name Page


Invite Team Members:

  1. Here, you can enter the email addresses of your teammates.

  2. Assign roles to each team member as needed.

  3. Each invitee will receive an email invitation to join Jeeva.


Add Team Page


Admin Role Assignment:

  • The first user to join from your company will be designated as the Admin.

Unlimited Invites:

  • Every user can invite an unlimited number of people to join the team.

Role Management:

  • Only the Admin has the authority to change roles and remove team members. If a user wants to be removed, they should ask the Admin to delete them.

That's it! You can easily create or join a team and collaborate on Jeeva.