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At the end of this you are signed in and working inside someone else’s workspace. There is no invitation to accept, no code to paste and no password to set.
Where
Workspace switcher→Workspaces
Always reachable, including while a plan is expired.

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Before you begin

  • You need to be able to open the inbox for the address the invitation was sent to. The invitation is what signs you in the first time.
  • You do not need an account first. If that address has never been used here, the invitation creates one; if it has, that same account is added to the workspace.
  • Nothing asks you for a plan or a card. Credits belong to the workspace, not to you.

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Steps

1

Find the invitation in your inbox

The subject names the workspace you were invited to and the product it runs under. Search for either if the email has slipped down the pile.Inside there is one button, labeled “Log In”. It carries a sign-in link that is personal to you. Anyone who opens it is signed in as you, so treat it the way you would treat a password and do not forward it.
2

Open the sign-in link

The button opens the app and signs you in. There is no form on the way, because there is no password on your account to type.You will see a loading screen for a moment. That is the app taking the link back out of the address bar, so it is not left behind in your browser history.
3

Tell us your name

An invitation creates you with an address and nothing else, so the first thing the app asks for is a name. Type it and choose Continue.This is the one thing you cannot skip. The escape key does nothing, clicking outside does nothing, and there is no cancel. The box closes by itself once the name saves. Your teammates see that name against everything you do, and the circle above the field previews the initials it will show.
4

Enter the workspace

Behind the name box you land on your workspaces, one card for each workspace you belong to (1). Choose Enter (2) and you are on that workspace’s dashboard.A workspace you were invited to carries no Owner badge. That badge is drawn only on a workspace you created yourself, so its absence here is correct rather than a sign that something is missing.

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What happens next

You are on the dashboard of the workspace you were invited to, and it is in your workspaces list from now on.
Nothing pushes you into the setup wizard a new customer meets. The app sends an account there on its own only while that account belongs to no workspace at all, which is no longer you. The wizard is still open to you if you want it: Create Workspace, at the top of the workspaces screen, opens the same one. It builds a second workspace of your own and does nothing to the one you were invited to. What you can reach depends on the role you were invited with. Unless whoever invited you picked something else, you arrive on the member role. Both the sidebar and the settings tabs are built from that role’s permissions, so an entry you cannot use is not greyed out. It is not drawn. If your role can open , that tab lists everyone in the workspace with the role each of them holds. The person who created it is marked Owner there, and nobody in the workspace can change that role or take them out of it: not an admin, and not the owner. Your own row carries no role picker either: changing your own role is not something anyone in the workspace does, whatever role they hold. Your credit balance reads zero on the workspaces screen and fills in once you are inside a workspace, because credits are counted against the workspace you have selected rather than against you.
If the workspace runs under partner branding, the invitation arrives under that partner’s name and logo, and the app uses their name where you would otherwise see ours, including in the line above the name field. Nothing about the way in changes. One thing on the other side of it does: the Create Workspace card is drawn only for the partner, so starting a workspace of your own is not offered there.

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Troubleshooting

Check your junk folder first.Then ignore the invitation and sign in the ordinary way with the same address. The sign-in screen emails a fresh link to any address, and yours exists from the moment the invitation was sent, so that link puts you in exactly the same place. See Signing in to PipeLime.Asking to be invited again works, with a catch worth passing on. An invitation carries a role as well as an address, and if that role is not the one you already hold, the whole thing is refused: no second invitation is sent, and whoever invited you gets an error back telling them to change your role from the members list instead. Ask them to invite you on the role you were given the first time. Either way you never end up with a second account, and a re-invitation never changes your role.
It is not dismissable, and that is on purpose. Continue stays disabled until you type something, and the box closes on its own the moment the name saves.There is nothing hidden behind it that you are missing. It is the last thing between you and the app, not a step you have failed.
Two reasons, and neither is a fault on your side.The first is your role: the sidebar is assembled from the permissions it carries, so entries your role does not cover are simply absent. Whoever invited you can change that: see Roles & Permissions.The second is the workspace itself, which can carry its own sidebar configuration that hides entries a role would otherwise show. If a teammate on the same role sees an entry you do not, that is the layer to ask about.

Joining a workspace you were invited to

Short answers to the questions invited members ask most.

Signing in to PipeLime

How sign-in works once the invitation is behind you.

Roles and permissions

What each role can open, and who can change yours.

Invite team members and manage access

The other side of this page, for when you are the one inviting.