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In this sectionSettings and account

Accept an invitation

When someone invites you to a workspace, GrantFlex emails you a link. Open it, sign in with the address the invitation went to, and join.

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Join from the email

  1. Open the invitation

    The email says who invited you, your role and when the invitation expires. Select Review invitation.

  2. Sign in

    If you're not signed in, select Continue to join. Sign in with the email address that received the invitation. If you're new to GrantFlex, get started with that address on the same page.

  3. Check your access

    The page shows who invited you and your role, with what it lets you do. You get access to that workspace's shared content only. Your other workspaces stay private, and joining never moves content between workspaces.

  4. Join

    Select the join button, which names the workspace, such as Join Lanternfield Community Theatre. The workspace opens with a welcome note that says which role you joined as.

The role you're invited with decides what you can do:

  • Viewer: View work without making changes.
  • Editor: Create and edit projects, drafts, and documents.
  • Admin: Edit work, manage access, and update settings.

The owner or an admin can change your role later. See Members, roles and invitations.

Find your invitations

Invitations to your account's verified email addresses wait in Your invitations. Open it from the workspace menu, or select Invitations on All workspaces. Each invitation shows the workspace, who invited you, your role, the address it went to and when it expires, with its join button. When there are none, the page says You’re all caught up.

If the invitation doesn't work

What the invitation page can say instead, and what to do
The page saysWhat to do
Use the invited email addressThe invitation went to another address, shown partly hidden. If that address is on your account but not verified, select Verify email address. Otherwise select Use another account and sign in with the account it went to.
This invitation has expiredInvitations last 14 days. Ask the person who invited you to send another.
This invitation is unavailableThe link may have been cancelled, or replaced by a newer invitation. Ask the person who invited you for a new one.
Your workspace access was removedYou joined before and were removed. Ask a workspace owner to invite you again.
We couldn’t check your invitationA connection problem. Your invitation is still there, so select Try again.

If you already belong to the workspace, the page says so and offers Open workspace. Your access doesn't change.

Agency staff

Agency owners and admins can add their staff to a client's workspace without an invitation. See Staff access and seats.

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