Help Article
4 min read
Reviewed 2026-07-10

Accept organization invites and switch account safely

Use invite preview details to confirm role, email match, and next route before joining an organization.

Staff
Manager
Org Admin

Summary

  • Use invite preview details to confirm role, email match, and next route before joining an organization.
  • Use this guide to complete the workflow with audit-ready evidence and ownership.
  • If you hit a blocker, run troubleshooting first, then escalate with context.

Steps

  1. 1. Open the invite link

    Open the /invite/[token] URL from your invitation email while signed out or signed in.

  2. 2. Match the invited email

    If you are signed in with a different email than the invite, select Switch account, sign in with the invited address, then reopen the invite link.

  3. 3. Accept the invite

    Confirm the organization and role shown, then accept. If you land on the invite again later, the button reads Continue and accepting is safe to repeat.

  4. 4. Follow your next required route

    You are redirected to /dashboard/training/required if a training gate blocks you, otherwise straight to /dashboard.

Verification

  • The invite preview shows the correct organization name and role before you accept.
  • After accepting, you land in the organization named on the invite, not a different one.
  • You are routed to /dashboard/training/required only when a day-0 training gate applies to you.

Troubleshooting

Invite says it is for a different email.

Use Switch account, sign in with the invited email address, then reopen the invite URL.

Invite was already accepted.

Re-accept with the same account. The flow is idempotent (the button reads Continue) and returns your next required route.

Workflow screenshots

Required training page showing blocker modules
Block high-risk access until required training is completed and evidenced.

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Need direct support?

If this workflow remains blocked after troubleshooting, submit a support request with the page URL, expected behavior, and relevant error details.