Before you begin
Ask your admin to send the invite to your work email. The invite connects your user to the team workspace, role, and permissions.
- Use the email address that received the invitation
- Open the newest invite if your admin sent more than one
- Contact your admin if the invite has expired
Accept the invite
- 1. Open the invitation email from Flowforce
- 2. Click Accept invite
- 3. Create a password or continue with Google or Microsoft
- 4. Confirm your name, timezone, and profile details
- 5. Open Dashboard and review the setup checklist
What you should see
After accepting the invite, the sidebar should show the pages your role can access. Reps may see fewer settings than admins. Real estate users should see Contacts, while other industries should see Leads.
Common issues
- Invite expired — ask an admin to resend it
- Email mismatch — sign in with the same email address that received the invite
- Role looks wrong — ask an admin to review your role and permissions
- Workspace missing — finish the invite flow before using the standard login page