How to Accept an Invite and Join a Workspace

Summary

Overview: When an Admin invites you to their Pippify workspace, you get an email with an invitation link. Open the link to create your login, or sign in with the Pippify login you already have, and you join the workspace with the role the Admin chose.

Prerequisites:

• An invitation email from your team's Pippify Admin.
• The invitation link is valid for one hour. If it has expired, ask the Admin to resend it.

Step-by-Step Instructions

Step 1: Open the invitation

1. Open the invitation email and click its link.
2. The Accept invitation page opens and says "You've been invited to join" the workspace name "as a" Sales Manager or Sales Rep.

Step 2a: If you are new to Pippify

1. Your Email Address is filled in for you and can't be changed.
2. Enter your First Name and Last Name.
3. Enter a Password. The checklist shows the rules: At least 8 characters, One uppercase letter, One lowercase letter, One number and One special character.
4. Type it again in Confirm Password.
5. Click Accept Invitation. The button shows Accepting… while it works. You don't need a verification code.

Step 2b: If you already have a Pippify login

1. The page says "You already have a Pippify account. Sign in to accept this invitation."
2. Your Email Address is filled in. Enter your current Password.
3. Click Sign In & Accept. The button shows Signing in… while it works.

Step 3: Start working

1. Pippify signs you in and opens the Dashboard of the workspace you joined.
2. If you now belong to more than one workspace, Pippify asks you to choose one each time you sign in. See How to Sign In and Choose a Workspace.

Verify It Worked

Success criteria:

• The top bar shows your name and your role (Sales Manager or Sales Rep).
• Your Admin sees you as an active user under Settings › Users.

Troubleshooting

Common errors

• "This invite link has expired. Ask your admin to resend it.": invitation links last one hour. Fix: ask the Admin to resend the invitation, then use the new email.
• "This invite has been cancelled.": the Admin cancelled this invitation or sent a newer one. Fix: use the most recent invitation email, or ask the Admin to resend.
• "This invite has already been accepted.": Fix: go to the sign-in page and sign in.
• "This invite link is invalid." or "No invite token found in the URL.": the link is incomplete. Fix: click the link in the email again, or copy the whole link into your browser.
• A message that the workspace's plan has reached its user limit: the workspace has no free seat. Fix: ask the Admin to free a seat or upgrade under Settings › Billing, then try again.
• "Incorrect email or password." (existing login): Fix: check your password, or reset it from Forgot password? on the sign-in page.
• "Password does not meet requirements" or "Passwords do not match": Fix: tick every rule in the checklist and type the same password twice.

Limitations & considerations

• Invitations are for the Sales Manager and Sales Rep roles. A workspace has one Admin; the Admin role can only be handed over by the current Admin.
• Use one invitation per workspace. Joining a second workspace keeps your existing login and password.

Next Steps & Related Resources

• Next steps:
  • How to Reply to a Lead From the Inbox
• Related articles:
  • What Each Role Can Do
  • How to Sign In and Choose a Workspace
  • How to Invite a Team Member
  • How to Resend or Cancel an Invitation

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/12/2026