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Inviting Teammates (Updated)

In this Guide, you’ll learn how to invite team members and create departments in your organisation's account.

Inviting others to work with you on the Jenesys WebApp and with clients is simple and will not only help foster collaboration with your teammates on client accounts, but will also allow you to invite your clients to be able to send invoices to you with ease.

1. After you Login, click the 'Settings' button on the sidebar. Then, click the 'Team' tab.

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2. Click the 'Invite People' button.

 

3. Fill in the required information. Select the role you would like to assign the team member. Then click the 'Send Invite.' You will see an 'Invite Sent' notification.

4. The added member will receive an email inviting them to log into Jenesys WebApp which will give them settings and functionality based on their role permissions. They will click this and follow the steps asked for signing up.

 

 

Note: Make sure to send them the login link (jack.jenesys.co) where they will be able to sign in.

5. The added team member's invite status will change to Sent until they have accepted their invitation 

6. Once accepted, their status will change to Accepted which means they are now signed up for Jack and can upload documents or work on client accounts. 

7. Should they not accept, you can always send them another invitation email as a reminder. 

How to Create Departments.