How do I accept an invitation to join an organization on CleverBalance?

Short Answer: Open the invitation email and click "Accept invitation" (or use the verification link). Then follow the on-screen steps to either "Join organization" or "Create account & join".

PreRequisites

1. Access to the invitation email you received.

2. Use the same email address the invitation was sent to.

3. The invitation must still be valid (the email states: "This invitation will expire in 7 days for security reasons.").

Steps

1. Open the invitation email titled "[Inviter Name] has invited you to join their organization on CleverBalance."
   The email shows an "Accept invitation" button and a verification link under "Or click the link below:".

2. Click "Accept invitation" (or copy the verification link and open it in your browser).
   Your browser opens the CleverBalance invite page and begins the join flow.

3. If you already have a CleverBalance account, click "Join organization" on the "You're about to join Acme Corp" page.
   You are added to the organization's workspace while keeping your existing organizations separate.

4. If you do not have an account, complete the sign-up form by filling "First name *", "Last name *", and *"Password " (minimum 8 characters).
   Required fields are filled and the password meets the minimum length requirement.

5. Click "Create account & join" to finish account creation, or "Join organization" if you already have an account.
   Your account is created or linked, and you join the invited organization.

Troubleshooting

1. Clicking the invite opens a page that says "Oops! This invite link is no longer valid."

   Likely Cause: The invitation link expired, was already used, or the invite token is invalid.

   Action: Request a new invitation from the person who invited you, or click "Return to login" on the invalid-link page.

2. The "Accept invitation" link does not open when clicked.

   Likely Cause: Your email client or browser blocked the link.

   Action: Copy the verification link shown under "Or click the link below:" and paste it into your browser address bar.

3. You are signed into a different CleverBalance account than the invited email.

   Likely Cause: The invitation is tied to a different email address than your current session.

   Action: Sign out, sign back in with the invited email address, and reopen the invite link.

Note: If you weren’t expecting the invitation, the email states: "If you weren’t expecting this invite, you can safely ignore this message.