How do I accept an invitation to the client portal?

When someone adds you to a business's client portal, you get an invitation email with a link. Opening that link and picking a password creates your login and connects it to that business. Accept the invitation instead of creating an account on the sign-in page, so your login lands in the right place.

What you need

• The invitation email. It goes to one specific email address.
• About 2 minutes.

Steps

1. Open the invitation email and select the link in it.
2. The page says Welcome to followed by the business name, and shows the role you were invited as.
3. Check the email shown. The invitation was sent to this address and it cannot be changed here.
4. Type your name in Your name.
5. Type a password of at least 8 characters in Create a password.
6. Type it again in Confirm password.
7. Select Create account & sign in. The portal opens.

If you already have a login with that email address, the link sends you to the sign-in page instead. Sign in with your existing password and you are added to the business.

Common problems

• If you see Invitation expired, the link is more than 7 days old. Ask the person who invited you to send it again.
• If you see Invitation already used, the invitation was accepted or cancelled. Try signing in. If that fails, ask an owner or admin on your team for a new invitation.
• If you see Invitation not found, the link was cancelled or copied wrong. Ask for a fresh invitation.
• If you see Wrong account, you are signed in with a different email. Select Sign out on that page, then open the invitation link again.
• If you see "An account already exists for this email," sign in with your existing password, then select the invitation link again.