Join an invited workspace

An invitation connects your account to a provider workspace or a particular client. Invited members do not need a separate paid subscription.

Before you begin

Use the exact email address that received the invitation. Your inviter chooses your membership side and role. A client invitation gives access to that client’s shared work, not other clients or provider-only tasks.

Join with a new account

1. Open the invitation link from your email.
2. On Create your account to join, check the invited workspace and email address. The invitation email field is fixed.
3. Enter your name and a password of 12–128 characters, review the agreements, and choose Create account.
4. Open the verification email and choose Continue securely on the confirmation page.
5. Return to Engagement and find the Join [workspace] invitation banner.
6. Select Accept invitation. The app confirms Invitation accepted. Welcome to your workspace. and opens Overview.

Creating an account or verifying an email does not by itself accept the invitation.

Join with an existing account

1. Open the invitation link and sign in with the invited email address and your existing password.
2. Find the matching Join [workspace] banner.
3. Choose Accept invitation.
4. Use the top-left workspace selector if you already belong to more than one workspace.

Do not create a replacement account when you already have one. Your existing password remains the sign-in credential.

Resolve common invitation problems

You are signed in as someone else. The app shows the invited address and your current address. Choose Sign in as invited contact, then sign in to the matching account.

The invitation expired or was already accepted. Sign in and check the workspace selector first. If the workspace is absent, ask the appropriate admin for a fresh invitation.

No invitation is visible. Confirm the signed-in email matches the invitation. Ask the inviter to check whether it is still pending or was revoked. Creating a client record does not automatically send an invitation.

The admin cannot invite another person. Pending, unexpired invitations reserve seats. The admin may need to revoke an unwanted invitation or check plan limits.

You cannot create your own workspace. Invited accounts join an existing provider; workspace creation is reserved for eligible provider accounts.

After joining

Start with tasks and milestones, comments, and files. If you are a client admin, use Roles & permissions to invite your own client team within the available quota.