Open the link in the invitation email, choose a password and choose Join, and you are signed in to your firm's account.
An admin at your firm sends the invitation. The email names your firm and the role you will hold, and its link works for 7 days.
1Open the link in the email. The page is headed Join your firm. It names your firm and your role, and it shows the email address you will sign in with.
2Under Choose a password, type a password. The page lists what the password still needs. The rules are on their own page.
3Type the same password again under Confirm password.
4Tick I agree to the Terms of Service and Privacy Policy. Join stays greyed until you do.
5Choose Join.
You are signed in and land on Home. You do not need to confirm your email, because the link already proved the address. Opening the link does not use it up. Choosing Join does.
Two-factor is optional. You can set it up from Settings after you join.
If the link does not work
The page tells you before you type anything.
The page says
What it means
This invitation has expired.
The 7 days are over. Ask your admin to send a fresh invitation.
This invitation was withdrawn by your firm.
An admin withdrew it. Ask your admin if you were expecting one.
Already used.
The invitation was accepted before. If that was you, sign in.
Not a valid invitation.
The link is not one of ours or was mistyped. Ask your admin for a fresh one.
Email in use.
An account with this email already exists. Sign in with it. One email can belong to one firm.