Teams
Teams are the core organizational unit in Jitera. Each team is a separate workspace with its own projects, documents, agents, and conversations. A single organization can have multiple teams.
Creating a team
- Open the sidebar and look for the Teams section.
- Click Create Team (or the ”+” icon next to Teams).
- Enter a team name and optional description.
- The team appears in your sidebar immediately.
Inviting members
Invite people to your team so they can access shared conversations, documents, and agents.
- Open the team you want to invite members to.
- Go to the team’s Settings or Members section.
- Enter the email addresses of the people you’d like to invite.
- Choose a role for each member.
Invited members receive an email with a link to join the team.
Roles and permissions
| Role | Description |
|---|---|
| Owner | Full control over the team — can manage members, settings, billing, and delete the team. |
| Admin | Can manage members and team settings, but cannot delete the team or transfer ownership. |
| Member | Can participate in chats, create and edit documents, and use agents. Cannot manage team settings. |
| Viewer | Read-only access to documents and chat history. Cannot send messages or create content. |
Organization vs. team
| Concept | Scope |
|---|---|
| Organization | Top-level account. Contains all teams, billing, and global settings. |
| Team | A workspace within an organization. Has its own documents, chats, agents, and members. |
A user can belong to multiple teams within the same organization, and can also be part of teams in different organizations.
External teams
The sidebar shows External Teams — these are teams from other organizations that have been shared with you. They appear separately from your organization’s teams.
- Personal teams — Your own private workspace.
- Shared projects — Projects shared with you by collaborators outside your organization.
Best practices
- Create teams around functional groups (e.g. “Marketing”, “Engineering”, “Leadership”) so agents build relevant context for each group.
- Use descriptive team names — agents reference team context when responding.
- Start with a small team and expand as your organization adopts Jitera.