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This is the invitee’s side of the journey. Send it to teammates you have invited. It is four steps, and the second one surprises people: accepting your invitation does not sign you in. Accepting activates the account and sets your password. Signing in is a separate step, so that first sign-in goes through the same checks (two-factor, single sign-on, device trust) as every sign-in afterwards. The Accept invite button in your email opens a page that resolves your invitation before asking you for anything. You will see one of:
A dead link never shows you the password form. If you are being asked for a password, the invitation is live.

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2. Set your password

The form names the address it is activating and the workspace and role you are joining, so you can tell which account you are creating. You choose a password, and nothing else. Your display name comes from your administrator or from your own profile later; there is no name field here. Your password must be:
  • Between 12 and 72 characters
  • With an uppercase letter, a lowercase letter, a number, and a symbol
The requirements tick off as you type, so you find out before you submit rather than after. If your administrator requires two-factor authentication, the form says so here and you will set it up during the next step. Once you submit, you get “Your account is ready” and a Sign in button.

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3. Sign in

The sign-in page is prefilled with your address. Enter the password you just chose.
Email and password, then continue. If you forget the password you just set, “Forgot password” on the same screen will email you a reset link.

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Setting up two-factor authentication

If your workspace requires two-factor and you have none yet, first sign-in enrols you before letting you through:
1

Scan the code

Add the account to any authenticator app (1Password, Authy, Google Authenticator, and so on) by scanning the QR code or entering the secret by hand.
2

Confirm a code

Enter the current 6-digit code to prove the app is working.
3

Save your backup codes

You are then shown a set of one-time backup codes. This is the only time they are displayed. Download or copy them somewhere safe and confirm you have done so. They are how you get in if you lose the device with your authenticator on it.
On later sign-ins you enter a 6-digit code, or one of those backup codes if you cannot reach your authenticator. You can tick remember this device to skip the prompt on a machine you trust.

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4. What you land on

Where you arrive depends on how far your workspace has been set up.
The normal case. Overview is the one home that works regardless of which capabilities your workspace uses, and its sections reflect what you have access to.
Your administrator has not finished first-run setup yet. Nothing is required from you. The page checks by itself and moves you into the workspace the moment they finish, or you can press “Check again”.This is common when you are among the first people invited to a brand new workspace.
You are an admin of a workspace that has not been set up yet. See first-run setup; it takes five to fifteen minutes and unlocks the console for everyone else.

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Finishing your profile

Your display name, notification preferences, and your own two-factor settings live under Profile. If your administrator did not set a name for you, this is where you add one.

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Next

First-run setup

For admins: choose your workspace’s capabilities and unlock the console.

Quickstart

From first sign-in to a first scanned request in about ten minutes.