Invite Team Members and Clients

Q1. How to invite team members and clients into my organization?

• Choose an organization and go to Settings > Access Management.

• Click New User and assign a role.

• The invitee will receive an email invitation.

• They can click Accept Invite to go to the login page and sign in with their email.

• For the OTP in first login, they can choose to receive it via email.

  • Tip: Download the Juan Mobile App on Apple or Android for faster logins.

Q2. How to download the Juan Mobile App for faster logins?

• Search “Juan Accounting” on the App Store or Google Play or use the short links: App Store / Google Play

• Enable push notifications for faster logins.

Q3. Do users need to create an account after accepting an invite?

• No. Accepting the organization invitation automatically creates and verifies their account.

Q4. My invitees can’t find the invitation email, what should they do?

• Have them search their inbox using these terms:

  • “You’re invited! On Juan”

  • “New to Juan? Download the mobile app for faster logins.”

  • Sender: message@reply.jaz.cx

• If it’s not there, have them check the spam folder or resend the invite.

Q5. How do I confirm if the user I invited already has access to my organization?

• Once the invite is accepted, the user’s join date will appear in your Access Management list.

• If the join date is “Pending” this means that they have yet to accept the invitation.