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Steps to accept Jira invite

Tchewebe Hoola
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July 30, 2025

Can I have Procedure document with picture on how people join Jira when invited?

3 answers

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Vitalii Rybka
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July 30, 2025

Hi @Tchewebe Hoola,

Here's a simple step-by-step guide for your users:

For the invited user:

  1. Check email - Look for invitation email from Atlassian (check spam folder too)
  2. Click "Accept invitation" button in the email
  3. Create account - If new to Atlassian, they'll set up username/password
  4. Verify email - Complete any email verification if prompted
  5. Access Jira - Click the Jira link or go directly to your instance URL

Visual guide creation tip:

  • Take screenshots of each step using a test email
  • Include what the invitation email looks like
  • Show the account creation form
  • Screenshot the successful login screen

Common issues to mention:

  • Invitation emails expire (usually 7 days)
  • Corporate email filters may block invitations
  • Users need to use the same email address the invitation was sent to

For admins: You can find official Atlassian documentation with screenshots at: https://support.atlassian.com/atlassian-account/docs/invite-users-to-join-your-site/

If you need help creating a custom procedure document with your specific branding/setup, feel free to DM me!

Hope this helps!

0 votes
Evgenii
Community Champion
July 30, 2025

Hi, @Tchewebe Hoola 

Welcome to Atlassian Community!

The process is straightforward: when you invite a new users to Atlassian products and grant them access to one of the products, they receive an email with a button to accept the invitation. Once the user clicks the button, he gains access to the instance.

No additional steps are required on their part — access is granted automatically upon acceptance.
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Marc - Devoteam
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July 30, 2025

Hi @Tchewebe Hoola 

Welcome to the community.

This is not a default, you can determine in Atlassian administration what kind of permission or even non a new user will get by default.

Go to Products and choose the option User Access Settings on each domain you can set what permission a new user is granted by default for each of the Atlassian products you have.

control-how-users-get-access-to-products 

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