Accept a staff invitation

Open the invitation link and complete account setup for the company.

How to use this function

1. Sign in with a role allowed to access getting started.
2. Open Getting started and choose Accept a staff invitation.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Invitation link, Company reference, Password.
5. Open the invitation link and complete account setup for the company.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Invitation link
• Company reference
• Password

Guide updated 2026-09-27. Release changes must update this page and its image together.