If your firm has more than one person reviewing audits or sending proposals, you can invite colleagues to join your Sajentic account.
How to send an invitation
- Go to Users settings.
- Enter your colleague's email address and click Send invite.
- They will receive an email with a link to set their password and join your firm.
Once they accept, they become a firm member — they can run audits, view all reports in the dashboard, and send proposals.
Invitations expire after 7 days. If your colleague did not receive the email, ask them to check their spam folder, then send a new invite from the Users settings page.
What firm members can do
Firm members have access to the full dashboard and all reports. They cannot change billing, branding, or pricing settings — those are reserved for the firm owner.
Removing a team member
If someone leaves your firm, you can suspend their access from Users settings. Suspended members cannot sign in but their activity history is retained.