Accept an invitation to Clerked
An invitation connects your organization identity to a company role, invoice access, inbox access, and Insights scope chosen by an administrator.
Before you start
Use the email address that received the invitation. The invitation also specifies one sign-in method: password, Google, or Microsoft.
If the email is not in your inbox, check spam or junk. Invitation links expire, and a resent invitation replaces the older link.
Accept as a new user
- Open the Clerked invitation email and select its account setup link.
- Review the organization and company shown on the page.
- Finish setup with the sign-in method named on the page.
- If your sign-in method is Password, enter your name and a password of at least eight characters, then select Create account.
- If your sign-in method is Google or Microsoft, select the matching provider and sign in with the invited email address.
After setup, Clerked signs you in and applies every company assignment from the invitation.
Accept as an existing user
If you already have a Clerked account, open the invitation link and sign in as the invited email address. Review the organization and company assignments, then select Accept invitation. You can select Decline if the invitation is not for you.
Clerked will not accept the invitation while you are signed in as a different email address. Sign out, then use the invited account.
Find your company
After acceptance, use the company switcher in the top bar when you belong to more than one company. Each role and access assignment applies only to its named company.
You do not choose a different company, role, or visibility during acceptance. Ask an administrator to change the assignment after you join.
If the invitation expired
Ask an administrator to open Settings, select Organization, select Members, then resend the invitation from the Pending invitations tab. Use the newest email, because the old link no longer works.
If setup does not work
- Confirm you are using the invited email address.
- Confirm you selected the sign-in method shown on the invitation page.
- Ask an administrator to resend the invitation if the link is invalid or expired.
- Contact support@clerked.ai if the newest link still fails.