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Invite Your Team

SaaS Add colleagues, assign roles, and configure notification preferences.

Time: ~3 minutes

Roles Overview

SentriKat has three roles:

Role Can do Best for
Admin Everything — manage users, orgs, settings, integrations IT managers, security leads
Analyst View dashboard, vulnerabilities, products, generate reports Security analysts, SOC teams
Viewer Read-only access to dashboard and reports Executives, auditors, compliance officers

Invite a Team Member

  1. Navigate to Settings > Users
  2. Click + Invite User
  3. Fill in:
    • Email — they'll receive an invitation
    • Role — Admin, Analyst, or Viewer
    • Organization — which org(s) they can access (multi-org setups)
  4. Click Send Invitation

The user receives an email with a link to set their password and log in.

Managing Users

Change a Role

  1. Go to Settings > Users
  2. Click the user's name
  3. Select a new role from the dropdown
  4. Click Save

Deactivate a User

  1. Go to Settings > Users
  2. Click the user's name
  3. Click Deactivate

Deactivated users can't log in but their activity history is preserved.

Notification Preferences

Each user can configure their own notification preferences:

  1. Click your avatar (top-right) > Preferences
  2. Configure:
Notification Options
New critical vulnerability Email, Slack, Teams, Discord, or off
Approaching deadline Email digest (daily/weekly) or off
Agent offline Email after 24h of no check-in
Report ready Email when scheduled reports are generated

Organization-Level Defaults

Admins can set default notification preferences for all users under Settings > Notifications. Individual users can override these defaults.

Team Workflow Tips

  • 2-person setup (typical for small teams): 1 Admin + 1 Analyst. Admin handles setup and integrations, Analyst triages vulnerabilities daily.
  • Compliance reporting: Invite your CISO or compliance officer as a Viewer — they get read-only access to reports without being able to change anything.
  • Multi-org: Assign users to specific organizations. An analyst at Client A can't see Client B's data.

You're All Set!

Congratulations! You've completed the SaaS Quick Guides. Your setup includes:

  • Account created and logged in
  • Organization configured
  • Agent deployed and scanning
  • Dashboard understood
  • Compliance reports ready
  • Issue tracker connected
  • Team invited

What's Next?

  • Explore the full User Guide for deep dives on every feature
  • Set up Alerts for Slack/Teams/Discord notifications
  • Configure SIEM Integration to forward events to your SOC
  • Check the API Reference for scripting and automation
  • Read the FAQ for common questions