Accept an invitation

When someone invites you to a workspace, you can accept from the email, from the screen that appears after you sign in, or from the notification centre. If the workspace belongs to a company you are not in yet, accepting adds you to that company as well — alongside any company you already belong to.

Who can do this

The person the invitation was sent to, signed in with that same email address. Invitations last 7 days.

Steps

From the invitation email

1. Open the email ("Consulace invited you to Bizomate") and select Join Consulace.
2. What you see depends on whether you have a Bizomate account:
   • No account yet — the page is headed Join Consulace Business Solutions Private Limited on Bizomate. In Full name, type your name. In Password, choose a password of 12 characters or more with at least one number or symbol. Select Join Consulace Business Solutions Private Limited. Then set up two-factor, as every new account does. When that is done you land on Workflows in the workspace.
   • An account, but you are signed out — select Sign in to join, sign in with the address the invitation went to, and the page opens again.
   • Signed in with that address — the page shows the workspace, your role and the company's plan. Select Join Consulace (or the company's name, if you are not in it yet). You land on Workflows in that workspace.
   • Signed in with a different address — see "If something goes wrong" below.
3. To decide later, select Not now. The invitation stays in your email and your notifications.

From the screen after you sign in

If an invitation has arrived since you last signed in, a screen marked After sign-in lists it — "You have an invitation" — with the workspace, the company, who invited you, the role, and when it expires.

1. Select Accept on the invitation.
2. The card changes to "You joined Consulace" with a Joined label, and the note "Switch to it from the workspace chip whenever you like. Its plan and limits apply there."
3. Select Continue to … (the workspace you were working in) to carry on. If other invitations are still listed, the button says Decide later.

This screen appears once for each new invitation. After that, invitations wait in your notifications.

From the notification centre

1. Select the bell at the top right.
2. Under Needs you, find "Rohan Mehta invited you to Consulace" and select Review invitation.
3. The invitations screen opens. Select Accept.

What happens next

• You join the workspace with the role in the invitation, and the company as a Member if you were not in it.
• You keep everything you had. Your own company, its workspaces and your role there do not change.
• Accepting from the email takes you into the new workspace. Accepting from the sign-in screen or a notification leaves you where you were; switch from the workspace chip when you want to.
• The workspace's admins are told in their notification centre that you joined.
• The invitation clears itself from your notifications.

Good to know

• Each company has its own plan, limits, billing and owner. When you open a workspace in the company you joined, its plan applies there. The chip at the top left shows the company's name under the workspace once you belong to more than one.
• You cannot change your role yourself. Ask one of the workspace's admins.

If something goes wrong

Related

• Decline an invitation
• Switch to another company
• What each role can do
• Using the notification centre