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Inviting teammates

You can invite other people to your Jengo workspace so they can use the app with the right access.
  1. Go to Settings (or your profile menu).
  2. Open Team, Members, or Invitations (the name may vary).
  3. Click Invite or Add member.
  4. Enter their email and choose a role (e.g. Manager, Staff, Viewer).
  5. Send the invite. They receive an email with a link to join. Once they accept, they appear in the team list and can sign in according to their role.

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Roles and access

Roles control what each person can see and do. For example:
  • Admin — Full access: settings, billing, team, and all data.
  • Manager — Can manage properties, issues, workflows, and agents; may or may not manage team or billing.
  • Staff — May be limited to certain properties or to viewing/editing issues and conversations.
  • Viewer — Read-only access to reports or selected areas.
Your organization defines the exact roles and permissions. If someone needs different access, change their role from the Team or Members list, or remove them when they leave.

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Best practices

  • Invite only people who need access, and give them the least privileged role that fits their job.
  • When someone leaves, remove or deactivate their account so they can no longer sign in.
  • Use one workspace per company or portfolio and add all team members to that workspace.