Account Setup and Notifications
Completing your invitation, and how the platform notifies you.
Intended for: All usersGetting StartedLast updated 2026-09-18
Required permissions: Your own account only.
Activate your account from the invitation and keep your details current.
Before you begin
- Your invitation email
Step-by-step instructions
- 1
Accept the invitation
Follow the link in your invitation email and set your password. Registration confirms your email with a one-time code.
- 2
Sign in
Use the email the invitation was sent to.
- 3
Notifications
Workflow notifications (for example, a report being approved) are sent by email to the customer contact on record. Keep contact email addresses current so notices arrive.
Expected result
Your account is active and notifications reach you.
What happens next
Read the guide for your role.
Troubleshooting
Invitation link expired
Ask your administrator to send a fresh invitation.
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Related module
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