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.
Q2. How to download the Jaz Mobile App for faster logins?
Search “Jaz 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 Jaz”
“New to Jaz? Download the mobile app for faster logins.”
Sender: [email protected]
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.
Q6. Does admin access in one organization give access to my other organizations?
No. Access is set per organization, so you need to invite the user to each organization separately.
In each organization, go to Settings → Access Management → New User and assign their role.
To check access, look for the user’s join date in each organization’s Access Management list. See Q5.
For firms managing many client organizations, Jaz offers firm-level access through Base. If your firm meets the requirements, contact support through in-app chat or email [email protected] to request access.