How to Accept a Workspace Invitation
Accepting a workspace invitation allows you to join your company's central account and begin collaborating on digital business cards, events, and CRM contacts. The secure invite process ensures you are added with the precise permissions assigned by your workspace administrator.
This guide outlines the steps to successfully join a team workspace.
Accepting the Invitation
Follow these steps to accept your invitation:
- Click the Invite Link: You will receive an invitation link via email or a direct message from your workspace Owner. Click this link to open the invitation page.
- Review the Invite: The secure page displays the inviting team's logo, name, and the specific role (e.g., Admin or Member) assigned to you.
- Log In or Create an Account:
- If logged out or a new user: You'll be prompted to sign in or create an account using the email address the invitation was sent to. Click the "Sign in to accept" button.
- If already logged in: Your current profile (avatar, name, email) will appear at the bottom of the page. Click the "Accept & join" button to finalize.
- Start Collaborating: After acceptance, you'll be redirected to your main dashboard, with your active view switched to the newly joined workspace.
Troubleshooting Common Invite Issues
"I am logged into the wrong account."
If the platform recognizes you under an incorrect email address:
- Do not click "Accept".
- On the invitation page, find the text displaying your current email address.
- Click the "Not you? Log out" link.
- Log back in using the correct credentials associated with the invitation.
"The invite link is invalid or has expired."
If you encounter a red warning message indicating an invalid link:
- This means the workspace Owner has canceled the invitation, or the link has expired.
- Contact the workspace Owner and request a new invitation link.