How to Add and Manage Users in Your Workspace

To add and manage users, you invite each person by email, choose their seat type, and assign a role. The role is what determines what they can actually see and do.

Why seat and role decisions matter early

Access set up casually at the start becomes difficult to unwind once dozens of people depend on it.

Everyone given building rights, so processes get changed accidentally
Roles created per person instead of per function
No visibility of how many seats remain
Inactive users still occupying capacity

Seat types and what they mean

Member — uses the processes, which is the recommended default for most of the team
Builder — configures and changes how processes work
Roles — layered on top, defining access rules and permissions per function
Super root — access to everything; ideally one or two people in the whole company

How to configure it in Jestor

Open the users area in Jestor from the main screen.
Review the list of active users and the seats still available.
Click to add a user, entering their email address.
Set the seat type to member — the team should use processes rather than rebuild them.
Assign a role, which carries the access rules and permissions for their function.

Why choose Jestor for team access?

Jestor separates seats from roles, so the question of whether someone builds is answered independently of what data they can reach.

Roles show how many users occupy each one, which makes it easy to spot a role created for one person that should probably be merged into a broader function.

Frequently Asked Questions

What seat type should most people have?

Member — the team uses processes rather than configuring them. See jestor.com.

How do I see remaining seats?

The users area shows available seats alongside the active list.

Can I filter by active and inactive users?

Yes, active, inactive, or all.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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