Accepting an invitation to a workspace

When an Owner or Admin invites you (from Settings, Members), you receive an email naming who invited you, the organisation, the workspace and your role. Its button opens the invitation page, "Join [workspace]". The invitation is valid for 7 days and works once.

Before you start

• Open the link on the device where you want to work; accepting signs you in there.
• If you are already logged in to OmniBrand in that browser with another login, the invitation still works: you end up signed in as the invited person. The page says so first: "You are signed in as (your current email) in this browser. Accepting signs you in as (the invited email) instead.", with Keep my current session to go back to the app without accepting.
• Once the page opens, the address bar shows only /accept-invitation: the invitation code is taken off it so it does not stay in your browser history. Reloading in the same tab keeps working; in a new tab, click the button in the email again. (Inside an app's built-in browser, such as Instagram's, the full link stays so you can copy it to a real browser.)

Accepting with Google, Facebook or Microsoft

• The invitation page also shows the round buttons with the Google, Facebook and Microsoft logos, side by side after "Continue with" (a screen reader reads each one as Continue with Google, Continue with Facebook and Continue with Microsoft) (the providers set up on your OmniBrand). Click one and choose the account whose email address is the invited one: the invitation is accepted with nothing to type. A new login takes your name from that account and has no password (set one later with Forgot your password? on the log-in page); an existing login joins the workspace and keeps its password.
• "This invitation is for another email address. Continue with the account that uses the invited address, or set a password instead.": you chose an account with a different address. Choose the invited one, or use the fields below.

Step by step: you have no login in that organisation yet

1. Click the button in the invitation email. The page says "[the person who invited you] invited [your email] to the [workspace] workspace as [role]. Choose a name and a password to finish." and "This invitation expires on [date]." When the workspace's name already says workspace (for example "Rhea's workspace"), the page names it alone: "[the person who invited you] invited [your email] to Rhea's workspace as [role]. …", and so does the email. The role is named as on the Members page: Owner, Admin, Editor, Reviewer, Viewer or Agent (inbox only).
2. Enter Your name.
3. Choose a Password. As you type, the checklist under it ticks each rule it meets: At least 10 characters, Not a common or predictable password, Not your name or email. A password that would be refused is said in red under the field when you click Accept and sign in, for example "That password is one of the most common ones. Pick something longer, or a few unrelated words."; nothing is sent until it is fixed. If this address already signs in to another organisation on OmniBrand, a note above the Continue with buttons and the fields says so: "This address already signs in to another organisation on OmniBrand. Choose the same password you use there, so one sign-in offers both organisations - or use the same Continue with button you use there." (when you sign in there only with a button: "This address already signs in to another organisation on OmniBrand with a Continue with button. Use the same button below, so one sign-in offers both organisations."). Where your OmniBrand has no Continue with button set up, the note asks only for the same password, and no note is shown for a login that has only a button. With the same password, the log-in page then asks which organisation to open; a different password opens only its own organisation.
4. Tick the box "I agree to the Terms and Privacy Policy" (the Google and Microsoft buttons work once it is ticked) and click Accept and sign in.
5. You are signed in and land on your role's page in that workspace: a Reviewer on Approvals, an Agent in the Inbox, everyone else on Today.
6. If you opened the page with the button in the invitation email, your email address is confirmed already: there is no Confirm your email banner and no second email. If you opened a copy of the invitation link that was sent to you another way (for example in a chat message), a second email, "Confirm your email address for OmniBrand", arrives. Click Confirm email address in it within 7 days: the page "Confirm your email address" opens and says "(your email) is confirmed. Thank you.". Until then an amber banner Confirm your email at the top of the app says "We sent a link to (your email); it works for 7 days. Everything else works now." and lists what waits for the confirmation; its Send the link again button mails a fresh link. Until the address is confirmed, Continue with Google (or Microsoft, Facebook) cannot sign in to this login; your email and password can. Accepting with Continue with ... instead confirms the address at once and sends no such email.

Step by step: you already have a login in that organisation

This happens when you already work in another workspace of the same organisation and are now invited to one more.

1. Click the button in the invitation email. The page says "[the person who invited you] invited [your email] to the [workspace] workspace as [role]." (with no name or new password to choose) and shows: "You already have an OmniBrand login for this address. Enter its password to add this workspace to it - the password does not change."
2. In Your OmniBrand password, type the password you already log in with. There is no name field: your login keeps the name it already has. Forgot it? Forgot your password? under the field opens "Reset your password"; set a new one, then click the button in the invitation email again.
3. Read the sentence "By accepting you agree to the Terms of Service and the Privacy Policy." and click Accept invitation. The workspace is added to your login and you land on your role's page there (Approvals for a Reviewer, the Inbox for an Agent, Today for everyone else). Switch between your workspaces with the switcher in the header.

Fields and options

• Your name: how your team sees you. Asked only when you are creating a new login; change it later on Your account.
• Password: a new login's password, with the checklist under it (at least 10 characters, not common or predictable, not your name or email).
• Your OmniBrand password: shown instead of Password when your login already exists; it proves the invitation is being accepted by you. Both boxes have the eye button Show password to show what you typed.
• The language selector (globe) at the top: the language you accept in becomes your login's language for emails.

If something goes wrong

• "This invitation link is invalid, expired or already used. Ask your admin to send a new one." The 7 days have passed, it was already accepted, or it was withdrawn. Ask the person who invited you to click Resend in Settings, Members. If the page says instead "We could not check your invitation" ("This is a problem on our side or with the connection, not with your invitation. Try again in a moment."), the invitation may be fine: click Try again.
• "That is not the password for this login. Use the password you already sign in to OmniBrand with." You typed the wrong password for your existing login; the invitation stays open, so type it again. Too many wrong tries lock the address for a while, as on the log-in page; if you forgot it, click Forgot your password? under the password field (the same reset as on the log-in page).
• "This account was created with Google and has no password. Click Continue with Google, or Forgot your password? to set one." (or Facebook, Microsoft): your existing login was made with that button and has no password. Click Continue with Google (or the one named) on this page and choose the account with the invited address; it is not counted as a wrong password.
• "Sign in and switch to it from the workspace menu." You are already a member of that workspace; just log in.
• "Ask an administrator of this account to re-enable it." Your login in that organisation was disabled.
• "(workspace) has no free member seat. Ask the person who invited you to free a seat or upgrade the plan, then open this link again." (in a yellow box above the form, as soon as the page opens, or after you click the button if the last seat was taken meanwhile): every member seat of that workspace's plan is in use. Accepting cannot work until the person who invited you removes a member or upgrades the plan; then open the link from the email again.
• "The password must be at least 10 characters." or "That password is too easy to guess: ...": choose a stronger password.
• "Enter your name.": a new login needs Your name.

Good to know

• A login belongs to one organisation. If your email already has a login in a different organisation, accepting creates a separate login in this one, with the new password you choose here. When you then log in and both passwords are the same, the log-in page asks which organisation to open.
• Your role (Owner, Admin, Editor, Reviewer, Viewer or Agent) is per workspace; see Roles and inviting your team.

Related

• Logging in and resetting your password
• Roles and inviting your team
• Getting around the app