Join an account you were invited to

When someone adds you to their team, you get an invitation link by email or from them directly. Opening it lets you create your login, or use one you already have, and puts you straight into their business.

Before you start

• The invitation link. It works for 7 days, and once.
• Access to the email address the invitation was sent to. You must join with that exact address.

Steps

1. Open the invitation link. A page says You've been invited to followed by the business name, and shows the address it was sent to and your role.
2. Choose a tab: - Create account if you have never signed in here. Type a password under Set a password (at least 6 characters) and press Create my account. - I already have one if you already have a login with this address. Type your Password and press Sign in and join. The Email field is filled in for you and cannot be changed.
3. If you are asked to confirm your email, a box says "Check (your address) to confirm your account, then reopen this link." Open the confirmation email, press its link, then open the invitation link again.
4. The page shows Joining and the business name, then Adding you to the workspace…. A message says You're in and you land in the business.

What happens next

You can now sign in from the normal sign-in page with this email and password. If you belong to more than one business, the account menu at the top of the sidebar moves you between them.

What you can do depends on your role. An Admin can manage settings and billing. A Member can work in the business but cannot invite or remove people, change the plan, top up the wallet, buy add-ons, or manage the sending domain and email alerts. A Viewer can see everything in the business and change nothing: a View only. line under the top bar says so. See Team roles and what each can do.

For clients of an agency

The pages and emails carry your agency's name and brand. If the team is full, ask your agency to free or add a seat.

Troubleshooting

"This invitation expired". Invitations last 7 days. Ask whoever invited you for a new link. They can press Copy link beside your name on their Team tab to make a fresh one.

"This link is not valid". The link was already used, cancelled, or copied incompletely. Links can only be used once. Ask for a new one.

"Wrong account signed in". You are signed in with a different email from the one invited. Press Sign out on that page, then open the link again and use the invited address.

"The team is full". Every seat on their plan is taken. Ask whoever invited you to free a seat or add one, then open the link again.

"You've already accepted this". You are already on the team. Press Go to sign in and sign in as usual.

The invitation email never arrived. Check spam. The person who invited you can also copy the link from their Team tab and send it to you another way.

Related

• Create your account and sign in
• Invite your team
• Team roles and what each can do