Introducing Features

    Introducing Features

    Analyze trends and predict outcomes with our AI-powered tools.

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    Accepting a team invitation

    You were invited to a client account. Complete these steps once, then sign in on this portal.

    1. Open the invitation email

    Look for the invitation message from our billing system. The link is usually valid for 7 days.

    2. Accept the link and set your password

    Follow the email link to accept the invitation. Create or confirm your password there. This is your personal login — not the account owner's password.

    3. Sign in on this portal

    Return here and sign in with the same email and password. If you have two-factor authentication enabled on your user, enter that code next.

    4. Choose an account if asked

    If your login is linked to more than one client account, select which account to open. You can switch later without signing in again.

    What you can access

    Your permissions are set by the account owner (for example tickets only, or invoices and services). You only see what you were granted on the selected account.

    Troubleshooting

    Link expired or missing: ask the account owner to send a new invitation.

    Cannot sign in after accepting: use the same email as the invitation, then try password reset if needed.

    Two-factor code fails: use the authenticator app for this user, or contact support if your IP was locked after too many attempts.

    For account owners

    Invite users from Membership Management, choose permissions, then share this help page if they need guidance after receiving the email.

    Go to sign in

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