Join by invitation
Most people are invited into a workspace that already exists. The invitation carries your role, so your access is set from the first sign-in.
- Open the invitation email and select the join link.
- Check the workspace name and the role you are given.
- Set your name and a password of at least 8 characters.
- Select Join.
- Your sidebar shows only what your role and plan allow.
- Records may already be assigned to you.
- Your name becomes selectable as an owner on prospects, tasks and tickets.
Tip
Invitation links are single-use and time-limited. If yours has expired, ask an administrator to resend it from Users and team.
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