Home Account How do I create an account and join the invited organization?

How do I create an account and join the invited organization?

Last updated on Mar 06, 2026

Short Answer: On the "Join XYZ Corp on CleverBalance" page, enter "First name *", "Last name *", and a *"Password " (minimum 8 characters), then click "Create account & join".

Answer

PreRequisites

  1. You opened the invite link from the invitation email, and the link is valid.

  2. You are not already a CleverBalance user with the invited email address.

Steps

  1. From your invitation email, click "Accept invitation" to open the sign-up page.
    You land on the "Join XYZ Corp on CleverBalance" sign-up form.

  2. Confirm the page heading reads "Join XYZ Corp on CleverBalance."
    This confirms you are on the correct organization sign-up page.

  3. Enter your *"First name " (placeholder: "Enter your first name").
    The first name field is populated.

  4. Enter your *"Last name " (placeholder: "Enter your last name").
    The last name field is populated.

  5. Enter a *"Password " that meets the "Minimum 8 characters" requirement. Use the eye icon if you want to check what you typed.
    The password field meets the minimum length requirement.

  6. Click "Create account & join" to finish registration and join the organization.
    Your account is created and you are added to the organization's workspace.

Troubleshooting

  1. "Create account & join" is disabled or nothing happens when clicked.

    Likely Cause: One or more required fields are empty, or the password is too short.

    Action: Fill *"First name " and "Last name *", and enter a password with at least 8 characters, then try again.

  2. The password is rejected or shows a validation error.

    Likely Cause: The password does not meet the minimum requirement.

    Action: Use a password with 8 or more characters and ensure there are no accidental spaces before or after the password.

  3. The invite opens an invalid-link page instead of the sign-up form.

    Likely Cause: The invitation link has expired or has already been used.

    Action: Ask the inviter to send a new invitation and open the new link.

Note: The password field placeholder displays "Minimum 8 characters." The page also includes an eye icon that lets you reveal or hide the typed password.