Inviting Team Members

Catchify is designed for teams. You can invite colleagues from across your organization -- security managers, developers, IT directors, project managers -- so everyone who needs visibility into your security testing program has access.

How to Invite a Team Member

1. Navigate to Team in the main menu

2. Click Invite Member

3. Enter the team member's details:

   • Email address -- The email they will use to log in

   • Full name -- Their first and last name

   • Role -- Select the appropriate role (see Roles & Permissions for details)

4. Click Send Invitation

Invite a colleague by entering their email and selecting their role

The team member will receive an invitation email with a link to set up their account. They will need to:

• Click the link in the email

• Create a password

• Verify their email address

• Log in to the portal

Invitation links expire after 7 days. If a team member does not activate their account in time, you can resend the invitation from the Team page.

Managing Your Team

The Team page shows all members of your organization on Catchify:

Column	Description
Name	The team member's full name
Email	Their email address
Role	Their assigned role (Manager or Member)
Status	Active, Pending (invitation sent but not yet accepted), or Disabled
Joined	When they activated their account

View and manage all your team members from one page

Editing a Team Member

To change a team member's role or permissions:

1. Find the member on the Team page

2. Click the Edit button next to their name

3. Update their role or specific permissions

4. Click Save Changes

Changes take effect immediately -- the team member will see their updated access the next time they load a page or log in.

Removing a Team Member

If a team member leaves your organization or no longer needs access:

1. Find the member on the Team page

2. Click Remove next to their name

3. Confirm the removal

The member will immediately lose access to the portal. Their past activity (comments, status changes, etc.) will remain visible in the system for audit purposes.

Removing a team member is permanent. If they need access again in the future, you will need to send a new invitation.

Resending Invitations

If a team member did not receive their invitation or the link expired:

1. Find the member on the Team page (they will show a Pending status)

2. Click Resend Invitation

3. A fresh invitation email will be sent to their address

Best Practices for Team Setup

• Invite all stakeholders early -- Make sure everyone who needs visibility has access before testing begins

• Assign appropriate roles -- Give each member only the access they need. See Roles & Permissions for guidance.

• Review your team regularly -- Periodically check your team list and remove members who no longer need access

• Enable 2FA for everyone -- Encourage all team members to set up two-factor authentication for an extra layer of security

There is no limit to the number of team members you can add to your Catchify account. Invite everyone who needs to be part of the security conversation.