When a new account is created in your company user page, a user's email invite is automatically sent depending on the email that comes over via the auto-creation from the integration with your CRM or the email if an account was added manually when using the "+ Add user" button in the admin portal. From the company users page, you will see that the status column for a specific employee account says "invited"
By clicking into a specific technician's profile, you have the options to resend their invite if an earlier one has expired, if you would like to send it to a different email per the employee's request, or if there was typo on the first one.
This article goes into detail on how to re-send an invite, if needed.
Links may also appear expired if opened incorrectly due to issues like email threading or browser caching. Refer to the Troubleshooting Invitation Issues section for detailed steps.
Through the invite sent to an employees' email inbox, this is what that invite looks like.
1.) Click accept invite and follow the process to set-up your account with your preferred email, password and phone number.
For Users Without an Existing ApplauseHQ Account
Open the email invitation.
Click the provided link to proceed to the next step.
Select the “Sign Up” option when prompted.
Create new login credentials (email and password).
Complete the setup process.
3.) Add your preferred email, your personal mobile phone number, and a password.
Email is used for your username, and where you will receive any emails if you need to reset your password
Phone is used for verification codes for logging in, updating info after account creation, as well as linking a bank account in the app
-If you are getting an alert about your phone number being set-up to another account or you have already set-up credentials with another invite - select "Use existing log-in" and follow the instructions on this article to merge your old account with this current invite you have received.
If you experience issues with expired links, ensure you are using the most recent email invitation by expanding the email thread in your inbox and selecting the newest link. Refer to the Troubleshooting Invitation Issues section for full steps.
Merging Accounts (if relevant):
If the invitation was sent to an email already associated with your ApplauseHQ account, logging in will automatically merge the accounts. This means all the permissions and access included in the new invitation will be integrated into your existing credentials.
Ensure you use the same email associated with your existing account to enable the automatic merging process.
4.) After adding your credentials you will asked to review the details you entered.
Review and ensure you entered your email and phone correctly, or you will not be able to log-in or receive verification codes to your desired phone number.
5.) When you confirm your account details & click "Create account" you will be provided the link to download the app via the "Apple app store" or the "Google play/Android app store". Choose the appropriate one depending on if you use an Iphone or an Android.
6.) Download the app that is appropriate for your device, and then after clicking into the app, you will be brought to the following home screen, enter your email address and password you entered through the invite process and you will be logged into your account.
Troubleshooting Expired Links
Browser Caching Issues:
Open the problematic link using a private/incognito window.
Try accessing the link via a different browser if issues persist.
Email Threading Issues:
Open the email thread and expand it to locate the most recent invitation message.
Ensure the link clicked belongs to the latest email to avoid expired links.
Check your spam/junk folder for missing invites and mark them as not spam before attempting again.
If the link expires, request a new invitation from your original email, from one of your managers with Admin access, or through ApplauseHQ support.
For errors during the sign-up or login process, verify that the email you are using matches the one you received the invitation on.
If merging does not occur as expected, contact ApplauseHQ support for assistance.
