Accepting an Invitation

Complete your account setup when an admin invites you to their team by email.

Before you start

An admin must have invited you from Settings > Platform Users > Invite user. You receive an email with a link to accept the invitation.

See Managing Platform Users for the admin invite flow.

Open the invitation

1. Open the invitation link from your email.
2. Read the message confirming which team you are joining.

If the link has expired or is invalid, you are redirected to the sign-in page. Ask your admin to resend the invite.

An example of the accept invitation page with the team name shown.

First-time setup

If you have not used the platform before, you need to set up your account:

1. Enter Your name.
2. Your Your email is shown but cannot be changed — it matches the address you were invited with.
3. Enter and confirm your password.
4. Click Accept invitation.

You are redirected to the sign-in page. Sign in with your email and the password you just created.

Use a strong password

Choose a password you do not use on other sites. See Changing Password for tips on keeping your account secure.

Existing account

If you already have an account with the invited email:

1. Open the invitation link.
2. Read the message that your email is already set up.
3. Click Accept invitation.
4. Sign in on the next page with your existing password.

After you accept

1. Your status changes to Active on the team.
2. Sign in at the app login page.
3. You land on that team's dashboard.

If you belong to more than one team, use Switching Team to move between them.

Team at capacity

If the team has reached its subscription user limit, the invitation cannot be accepted. Contact your admin to upgrade the plan or free a user slot.

Related guides

• Joining a Team — request access with a joining code instead of an email invite
• Managing Platform Users — how admins invite and manage users
• Changing Password — update your password after signing in
• Switching Team — move between teams you belong to