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Account and workspace access

Accept an invitation, sign in, recover your account, and choose the right workspace.

Your account identifies you; your workspace membership determines which hiring records you can access. A single account may belong to several workspaces with a different role in each.

Accept a team invitation

  1. Open the invitation sent by your workspace Admin.
  2. Sign in or create the account associated with the invited email address.
  3. Complete any email verification shown by the application.
  4. Accept the invitation and confirm the selected workspace in the header.
  5. Open Reports or Candidates to confirm you are in the intended workspace.

Organisation invitations normally expire after seven days. If the link has expired, ask an Admin to resend it. Do not forward an invitation to someone else or use a different person's account.

Sign in and recover a password

Use the application's sign-in page. If you have forgotten your password, choose the password-recovery link and follow the email instructions. Use the newest reset email and never share its link.

If an active-session confirmation appears, read the prompt before continuing: the application is asking you to resolve an existing session. On a shared device, sign out when finished. Do not approve a session you did not initiate.

Switch workspaces

Use the workspace switcher in the application header. Check the new workspace name before creating, sharing, deleting, or downloading candidate information. Your role and available records can change with the selected workspace.

Missing records do not necessarily mean deletion. First confirm the active workspace, then check filters or search. If a workspace is absent from the switcher, ask its Admin to confirm your membership.

Update your account

Open Settings → Account to update your name, avatar, or password. Your account profile applies across memberships. Workspace roles are managed by each workspace's Admin. Email-address changes are not currently offered in account settings.

When access fails

SymptomNext step
Invitation no longer worksAsk the inviting Admin to check expiry or revoke/resend it
Reset email did not arriveCheck the address and mail folders, then use the application's retry path
You can read but cannot createCheck whether your workspace role is Viewer
A workspace or record is missingConfirm membership, selected workspace, and search filters
Developer settings is absentIt requires Admin access; integration features also need to be enabled

See roles and permissions for capabilities and settings for workspace administration.

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