How to join by invitation
Accept an invitation to a shared Smaply account, workspace, or journey map from the email or from your notifications.
When someone invites you to a Smaply account, a workspace, or a single journey map, you accept the invitation to get access. You can accept from the invitation email or from your notifications inside Smaply. If you're new to Smaply, the invitation walks you through creating a login first, then adds you to the account that invited you rather than starting a separate one.
Where you can be invited
An invitation gives you access at one of three levels:
Account - The whole account and all of its workspaces.
Workspace - One or more specific workspaces.
Journey map - Specific journey maps only.
Account and workspace invitations open in your dashboard. A journey map invitation opens the map, and you find it again later under Shared with me. For what each level lets you do, see Access levels and permissions.
Accept your invitation
Two ways to accept, whichever is handier:
From the invitation email - Click the link in the email Smaply sent you.
From your notifications - Accept a pending invitation from the notification bell, if you're already signed in.
Open the invitation email
Smaply emails you when someone invites you. The email names who invited you, the role you'll have, and the account or workspace you're joining.
Click the button to join
Click the button in the email to open your invitation in Smaply. If you're new to Smaply, you sign up first, then join the account that invited you. See How to create an account if you need to set up your login.
Land in the shared content
Account and workspace invitations open your dashboard. A journey map invitation opens the map, and it stays available under Shared with me.
If you're already signed in to Smaply, accept a pending invitation without leaving the app.
Open your notifications
Click the notification bell in the top-right corner. Pending invitations appear here, alongside @mentions.
Accept the invitation
Click Accept on the invitation. The account or workspace then appears in your dashboard, and any shared journey map appears under Shared with me.
A pending invitation never expires, so you can accept it whenever you're ready, even long after it was sent.
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