Accepting Invitations (4 steps)

Step 1:

After an administrator invites a member to join an organization, a person can access the invitation via e-mail. To accept, select the Join the Team! button in the e-mail.

Step 2:

The link will take the member to an account creation page. The team member will need to create a password of at least 8 characters to join the plan.

Step 3:

Next, the user will need to verify their account details. If necessary, the member can change any of this information at any time on their account page.

Step 4:

Finally, a user can set a profile photo. The photo will display throughout the software where the user is assigned to part of the plan. If a profile photo is not added to an account, the user's initials will be used instead.

Once the information is saved by selecting Continue, the member will be welcomed to the software. The user can watch a brief welcome video or go directly to their home page.

If a team member is invited to a second plan, the invitation can be viewed via e-mail or on their dashboard. 

Step 1:

To view the invitation on the dashboard, select your name in the upper right corner of the top navigation bar and select Dashboard.

Step 2:

On the dashboard, you can view your organizations, including the most recent plan you have been invited to join. From this page, you can ignore the request or accept the invitation.

Step 3:

Once an invitation has been accepted, a notification will provide confirmation that you can now access the organization and the plan.

Step 4:

If you are a member of multiple organizations, you can switch between the plans by selecting your name in the top navigation bar. The organizations of which you are a member will be listed in the drop-down menu. Select the organization for the plan you would like to view.