After you invite someone, they receive an email with a link to set up their login. They click it, create their password, and they are taken straight into their portal where they can collaborate on applications, upload documents, and communicate. They do not need a platform account beforehand, since the invitation itself creates their access. If they cannot find the email, ask them to check spam and confirm the address you invited matches the one they are checking.
How does an invited teammate or partner accept their invitation?
How invited teammates and partners accept their invitations.
Written by Kaylan Pepin