Guide
Accept key user invitation
Accepting an invitation happens on a token-based interface that the invited user receives by email. The token ensures that only the intended person can activate the access, and it works as a single-use link.
Accessing the acceptance interface
The button or link in the invitation email opens the acceptance page, where the system verifies the validity of the token. Here, the user sets the basic details required for access.
- Token verification: the system checks that the token is active and has not been used yet.
- Secure setup: the user can set a password or link the invitation to an existing account.
- Automatic activation: after successful acceptance, the user immediately becomes a key user.
What does the user see during acceptance?
The acceptance interface briefly summarizes which account and which role the user is gaining access to. This ensures the invited person clearly understands what permissions are being activated.
- Account identification: the account name and basic details are displayed.
- Role summary: a short description or label of the assigned permissions.
- Acceptance confirmation: a clear CTA button to finalize the invitation.
Handling error scenarios
If the token has expired or has already been used, the user receives an error message. In this case, you need to resend the invitation from the key users list so the user receives a new, valid link.
- Expired token: request a new invitation from the account admin.
- Used token: check whether access is already active, or request a new invitation.
- Typo: if the link is broken, paste the full URL into the browser again.