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Account and access

Check the workspace after joining a team

Confirm the invitation organization and current account before adding company records.

Updated 2026-11-11

If a newly invited person opens an unexpected workspace, compare the organization named on the invitation with the account and company shown after sign-in. Do this before creating new company records.

The invitation page shows the invited email and workspace role when it can preview the invitation. Confirm those details with the sender. A person who created a new account must return to the invitation after verifying their email and complete acceptance.

Ask the administrator to check whether the person appears in Team members or remains in Pending invitations. If acceptance was not confirmed, resolve that step first. If the member exists with the correct email, review their service access and the company context available to them.

Do not rename an empty personal workspace to resemble the intended organization as a workaround. That can make separate records harder to distinguish. Give support the expected organization, current account email, and visible acceptance result. Keep the full invitation link private and avoid sharing another member’s credentials to compare screens.

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