To access the portal, you must receive an invitation to your organization's workspace. If your organization has already joined the portal, request an invite by reaching out to a member of your team who has already gained access.
If you have been sent an invite but can't find the email, check your spam or junk folder. If you already have an account, you can also log into the portal; the invite will appear on the welcome screen.
Initial organization onboarding
When your organization first joins the platform, a platform representative will send initial invites to specific team members identified during the pre-onboarding phase.
Once these individuals have created an account and joined the organization workspace, they can then use the portal to invite other team members.
Sending an invitation
Once you have created your account and joined your organization workspace, you can invite additional team members. To invite additional team members:
- Navigate to the portal Dashboard.
- Click your organization name in the right of the top navigation bar.
- Click the Invite users option in the dropdown menu.
- Enter the company-issued email address (e.g.,
username@company.com) of the team member you want to invite. - Click Send invitation to send the invite to your team member's email address.
If the team member does not have an account before the invite is sent, the invite email will contain a link to create one.
Accepting an invitation
To accept an invite to an organization workspace:
- Check your email inbox for the invite.
- Click the link to navigate to the portal.
- If you did not have an account before the invite was sent, the email will contain a link to create one.
- If you already have an account, you can simply login to the portal.
- Upon logging in, you will see the invite welcome screen.
- Click Accept to join the organization workspace.