Join by invitation

Accept an invitation to a shared account, workspace or journey map

In addition to signing up for a Personal account, one can be invited to a Shared account, e.g. by your company or organization.

In Smaply, you can be invited on three levels:

1. Account level: Access to the whole account with all its workspaces

2. Workspace level: Access to certain workspaces within an account

3. Journey map level: Direct access to specific journey maps

Once you've received an email invitation to any of the above, there are two options to accept it.

Option 1: Accepting an invitation from the email

1. Make sure you're logged into your Smaply account. If you don’t have an account yet, see our "Sign up for a Personal account" article.

2. Click the "Join workspace/account" or "Access the journey map" link in the invitation email.

3. The new account or workspace will now be available in your Smaply dashboard. The new journey map will appear under "Shared with me"

Option 2: Accepting an invitation from within your Smaply Account

1. Make sure you're logged into your Smaply account. If you don’t have an account yet, see our Sign up for Smaply article.

2. Navigate to your user icon in the top right corner of your dashboard.

‍Tip: a small red dot will indicate if there are any pending invitations

1. Click on invitations in the dropdown menu

2. On the invitations page, accept the pending invitation(s)

3. Refresh your browser: After accepting, refresh your browser, and the new account/workspace will appear in your dashboard. Journey Maps will show up under "Shared with Me."