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Accept Team Invitation

If you have been invited to join an organization on SpendCraft, follow these steps to set up your profile and access your team’s workspace.

📩 Step 1: Receive Invitation

Check your inbox for an email from SpendCraft. It will identify the organization you’ve been invited to and include a secure Accept Invitation link.

👤 Step 2: Complete Your Profile

  1. Click the Link: You will be redirected to a dedicated sign-up page.
  2. Verify the Flow: Look for a blue banner at the top stating: "Complete your profile to join your organization."
  3. Enter Details:
    • Full Name: Enter your first and last name.
    • Password: Create a secure password that meets system requirements.
  4. Join: Click Join Organization. You will be redirected immediately to the SpendCraft dashboard.

Note

Your business email is pre-filled based on the invitation and cannot be changed during this process.

📋 Invitation Rules

To ensure a smooth onboarding, please keep the following in mind:

DetailRequirement
ExpiryInvitation links typically expire after 7 days.
UsageEach link is for one-time use only.
IdentityThe link is tied strictly to the email address where it was received.

Troubleshooting

  • Link Expired? Contact your Organization Admin to resend a fresh invitation.
  • Already have an account? Simply log in using the invitation link to link your existing profile to the new organization.

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