FAQs - Registration from email invite?
Q I have received an invite. What do I do?
The process for getting up and running on the Diligentsia platform having received an invite from the platform owner is as follows:
Step 1 - You have received an invite email. Check your inbox and click on verify email.
Step 1 - You have received an invite email. Check your inbox and click on verify email.
Step 2 -After clicking on "Verify Email", you are invited to set your new password:
Step 2 -After clicking on "Verify Email", you are invited to set your new password:
Step 3 - you can now login using your company email address and new password just created. Email 2FA is setup automatically, a popup will prompt you to enter a code for verification, an email containing the code has been sent to your email.
Step 3 - you can now login using your company email address and new password just created. Email 2FA is setup automatically, a popup will prompt you to enter a code for verification, an email containing the code has been sent to your email.
Popup
Step 4 - You are taken to the Company Index of the company that invited you. You can also set up your user profile at the left sidebar.
Step 4 - You are taken to the Company Index of the company that invited you. You can also set up your user profile at the left sidebar.
User Profile.
To go to your user profile, you can find it on your sidebar on your left hand. For more information on how to set up your user profile, please click here.
Step 5 - you can now use all the features that your owner has authorized you to use on the platform.
Step 5 - you can now use all the features that your owner has authorized you to use on the platform.
Please click on the indent above to expand into more instructions.
FAQs
Q: What details are needed to complete registration?
You need to verify your email, set a password, and fill out your user profile details.
Q: What should I do if I don’t receive the invite email?
Check your spam folder or ask the company owner to resend the invite.
Q: How do I set my password after receiving the invite?
Follow the link in the invite email to create a new password.
Q: What permissions do I have after registration?
Your permissions depend on what the company owner has authorized you to access.
Q: What should I do if I forget my password after registration?
Click the "Forgot Password" link on the login page to reset it.
Q: Can I invite others after accepting my email invite?
No, only company owners or admins can invite additional users.
Q: Can I edit my profile after registering?
Yes, you can update your profile by navigating to the user profile section in the sidebar.
Q: Can I be invited to multiple companies?
Yes, you can be invited to multiple companies, but each requires a separate registration.
Q: How do I know what features I can use after registration?
Your available features are determined by the permissions granted by the company owner.
Q: Can I switch between companies if I’m invited to more than one?
Yes, you can switch between companies using your dashboard if you’re registered with multiple organizations.
Q: What should I do if the invite link expires?
Request a new invite from the company owner or administrator.
Q: Can I use the platform immediately after registration?
Yes, once registration is complete, you can use the platform.
Troubleshooting
Q: Why haven’t I received the invite email?
A: Check your spam or junk folder. If the email is still missing, ask the company owner or admin to resend the invite.
Q: What should I do if the invite link isn’t working?
A: Ensure you’re using the latest link sent to your email. If the link has expired, request a new invite from the company owner.
Q: Can I register without verifying my email?
A: No, email verification is required to complete your registration and gain access to the platform.
Q: How do I reset my password if I lose access during registration?
A: Use the “Forgot Password” option on the login page to reset your password. You can click here for more info on that.
Q: Can I change my email address after registration?
A: No, the email used during registration is fixed. If changes are needed, contact support for assistance.
Q: What should I do if I accidentally delete the invite email?
A: Request the company owner or admin to resend the invitation.
Q: Can I use a personal email to register on the platform?
A: No, you must use the company email address specified in the invite.
Q: What happens if I don’t set up my user profile immediately after registration?
A: You can still use the platform with limited functionality, but completing your profile ensures optimal use of the features. Check out our User Profile article here
Q: Can I update my permissions after registration?
A: No, permissions are set by the company owner. Contact them to request changes to your access levels.
Q: How do I know what permissions I have after registration?
A: Modules and places you don't have access to would be greyed out, this is based on the access granted by the company owner.
Q: Can I register on behalf of someone else using their invite?
A: No, invites are specific to each user and tied to their email address.
Q: What should I do if the registration process freezes?
A: Refresh your browser, clear your cache, and try again. If the problem persists, contact support.
Q: Can I be invited to the same company more than once?
A: No, duplicate invitations are not allowed. Ensure the original invite is used for registration.
Q: How do I switch between companies after being invited to multiple organizations?
A: Yes, you can use the Company Index to switch between multiple companies.
Q: Can I share my invite link with others?
A: No, invite links are unique and should not be shared. Others must be invited directly by the company owner.
Q: Why am I seeing limited functionality after registration?
A: Your access depends on the permissions granted by the company owner or based on your subscription plan. Contact them if you require additional access or to upgrade.
Q: Can I decline an invite after receiving it?
A: Yes, you can choose not to register. If you change your mind, request a new invite from the company owner.