Resolve invite and access problems
Work through the common causes of failed sign-in or missing access.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Confirm the user is using the invited email address.
- Check whether the invitation is pending, accepted or expired.
- Verify the user is active and assigned the intended role.
- Use password reset when authentication—not authorisation—is the problem.
- Raise a support ticket with the timestamp and user email if the issue continues.
Good practice
Never send passwords or one-time codes in a support ticket.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.