Accept an invitation
If someone has invited you to their Sales Scribe billing account, this article shows you how to accept. The most important rule: you must sign in or register with the same email address the invitation was sent to.
Before you begin
- You need the invitation link, which arrives by email (the person who invited you may also share it directly).
- Note which email address the invitation was sent to — you will use that same address.
Accept the invitation
Open the invitation link. What happens next depends on your situation.
If you already have an account with the invited email Sign in if prompted, then confirm to accept. You will see a Welcome! page confirming that you have joined the billing account, along with how many organisations you now have access to. Select Get Started to go to your dashboard.
If you do not have an account yet You will see a Registration Required page inviting you to create an account with the exact email address shown. Select Create Account and register with that address. After you confirm your email, you are added to the billing account automatically.
If you are signed in with a different email You will see an Email Mismatch page explaining that the invitation was sent to one address but you are signed in as another. You have two options:
- Select Log Out and Switch Account to sign out and sign back in with the invited address.
- Ask the person who invited you to send a new invitation to the address you actually use.
What happens next
Once accepted, you become a member of the billing account with the role you were given. If the invitation included access to particular organisations, those appear in your organisation switcher straight away. If not, an administrator can grant you organisation access afterwards — see Manage members and access.
Troubleshooting
- "This invitation is no longer valid" (or similar). The invitation may have expired (they last 7 days), already been accepted, or been revoked. Ask the sender to issue a new one.
- The link asks me to register but I already have an account. Your existing account probably uses a different email. Either sign in with the invited address, or ask for a new invitation to your usual address.
- I registered with the wrong email. Ask the sender to revoke the old invitation and send a fresh one to the correct address.