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Get your colleagues started right away with these simplified steps to set up new members of your Jitterbit organization.

  1. Within the Web Management Console, go to Menu > Organizations. The top part of the page lists any organizations you belong to. The bottom part of the page has two tabs: Roles and Members.
    • Roles: Roles contain a set of permissions that specify what actions are available to all users that are members of the role.

    • Members: Members are all the users of your organization that have defined roles within the organization.

  2. Select your organization in the top part of the page, then select the Roles tab on the bottom. Two roles will already created by default: Administrator and User.

    Within the desired role, click the Action dropdown on the far right and select Add Member. Enter the email address of the user you would like to add to the selected role and click Save.

    Info
    NOTE: You can also add new members from the Members tab with the Add Member button using the dropdown to select a role.
  3. The invited user will then receive an email with further instructions. You can check the status of all the members of your organization at any time under the Members tab.
  4. In order for organization members to have access a particular environment, you must also define role access within your environment. Go to Menu > Environments.

  5. Select your environment in the top part of the page, then select the Roles tab on the bottom.

    Within the desired role, the current access levels for the environment are displayed under the Access column on the far right.

    • Grant Role Access: To grant access to an existing role that has already been defined for your organization, click Grant Role Access, select the appropriate access levels, and click Save.
    • Edit Role Access: To edit access for an existing role that has already been added for your environment, click on the access level for each role to toggle access on and off.
Tip
NOTE: For complete details about setting up your organization, adding members, and using roles to define access levels, see Organizations and Environments.
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