How do I accept an invitation and join my team?

Every Roonly workspace belongs to a company. An admin creates the company once, then everyone else joins through an emailed invitation. This article covers both paths.

If you are setting up a new company

1. Go to the Roonly login page and open the Sign Up tab.
2. Enter your full name, email, a password of at least 6 characters, and the access code Roonly gave you during onboarding. Sign-up is not possible without a valid code.
3. Check your inbox for a verification link if the page asks you to.
4. On the Create your organization page, enter your company or team name and click Create Organization.

You become the first admin and land on the dashboard. Invite everyone else from Manage Team in the sidebar.

If you were invited

Your manager sends an email with the subject "You've been invited to join [your company] on Roonly". The button in that email opens a page at roonly.ai/join with a token in the address.

1. Open the link in a web browser on any device. Use a private or incognito window if you are already signed in to a different Roonly account.
2. The page shows the company name and your role: Admin, Manager, Sales Rep or Office Rep.
3. If you are new to Roonly, fill in your full name and a password and click Create Account and Join. The email field is locked to the invited address.
4. If you already have a Roonly account with that email, click Log in, enter your password, and click Log In and Join.
5. If the page says a verification email was sent, open it and click the link before continuing.

When the page shows "Welcome to the team", you are in. What happens next depends on your role.

After joining

• Sales Rep (field). You are sent to a page with the App Store badge and a reminder of the email to sign in with. Install the app and sign in. See the install article.
• Office Rep. You are sent to the rep web view, where you work from a browser.
• Manager or Admin. You are sent straight to the dashboard.

Managers and admins can also install the mobile app, but the dashboard is where they do most of their work.

Roles

• Admin can see everything, change company settings, upload playbooks, invite admins, and remove managers and reps.
• Manager sees the teams they manage, invites reps and managers, reviews conversations, creates contests and training, and can promote a rep to manager.
• Rep records conversations and trains in the mobile app. Reps cannot open the dashboard.

Your role is set on the invitation. If it is wrong, ask an admin to change it from Manage Team after you join.

Common problems

• Invalid Invitation. The link was already used, or the token is incomplete. Ask your admin to copy the invite link again from Pending Invitations or send a new one.
• Invitation Expired. Invitations expire 7 days after they are sent. Your admin needs to cancel the old one and send a fresh invite.
• "This invitation is for [email]. You're logged in as [other email]." Click Log out and switch accounts, then reload the link.
• An account with this email already exists. Use the Log in option on the same page instead of creating a new account.

Related

• Install the Roonly mobile app
• Invite reps, set roles and manage seats
• Record your first conversation

Still stuck? Contact support.