Accept an invitation

You’re usually added to the platform by invitation: someone invites you to a workspace, an agent, or a review campaign, and you get an email. This guide covers your first sign-in — accepting the terms, then finding and accepting your invitations from the home page.

The first sign-in

1. Open the invitation email and click its link.
2. Sign in (or create your account) when prompted.
3. The very first time, you’re asked to accept the terms before you can continue.
4. You land on the home page, where your pending invitations are waiting.

The full flow at a glance

The walkthrough below replays every step in the real interface. Use Prev / Next to move at your own pace; each step highlights the button to click and the area to watch.

Step by step

1. Accept the terms

On your first sign-in, a Terms & Compliance screen asks you to review and accept a few documents. Tick:

• I accept the General Conditions of Service (required)
• I accept the Privacy Policy (required)
• I accept the AI Systems Usage Policy (optional)

Use the Open link next to each to read the document. The Accept and continue button stays disabled until both required boxes are ticked. Click it to enter the platform.

2. Find your pending invitations

On the home page (Welcome, …!), a Pending invitations section lists everything you’ve been invited to, with the description Invitations waiting for you to accept. Each card shows a badge for the type — Project (a workspace), Agent, or Review campaign — the name, the organization, and your Role. The list refreshes on its own, so a new invitation appears without reloading the page.

3. Accept an invitation

Click Accept on an invitation. You immediately join that workspace, agent or campaign with the role you were given.

4. Open your new workspace

Once accepted, the item moves out of the invitations list and the workspace appears under its organization below, with its open button — ready to use. See Apps overview for what each app does.

5. Rename your organization (owners & admins)

If you own or administer an organization, its card shows a pencil next to its name — click it to rename the organization. (Members without that role won’t see the pencil.)

Tips

• No invitation yet? Ask the person setting things up to invite your email address — invitations are sent to a specific address.
• You can also edit your display name later from the user menu — see Manage your profile.
• Not sure which app to open after joining? See Apps overview.

Troubleshooting

• The Accept and continue button is greyed out — you must tick both the General Conditions and the Privacy Policy (the AI usage policy is optional).
• I don’t see my invitation — it’s sent to a specific email address; make sure you signed in with that address. The list also refreshes automatically, so give it a moment.
• My invitation disappeared — an invitation that was revoked (or already accepted) drops off the list. Ask the sender to invite you again if needed.
• I have no workspaces and no invitations — you’ll be prompted to create an organization (available to eligible accounts); otherwise ask to be invited to an existing workspace.