Sign in and accept your invitations

An administrator invites you by your email address to a workspace, an agent or a review campaign. The invitation waits for you in the platform: you sign in, accept it on the home page, and get access.

This guide covers your first sign-in: signing in with your organization’s account, accepting the terms, accepting your invitations, then finding your workspaces on the home page.

How access works

• You sign in with your organization’s account, the same one you use for your other work tools. The platform has no separate password.
• An administrator invites you by email from a Members page or a campaign’s Participants tab. The invitation gives no access yet: you get it when you accept.
• Sign in with the same email address the administrator used. Your identity provider must have verified that address. That’s how the platform finds the invitations meant for you.
• You receive an invitation link, by email or from the person who invited you. Check your spam folder if you expected an email. Open it: your email is already filled in on the sign-in screen. If you have no account yet, sign up there with that same address.

The full flow at a glance

The walkthrough below replays every step in the real interface. Use Prev / Next to move at your own pace; each step highlights the button to click and the area to watch.

Step by step

1. Accept the terms

Open the invitation link you received, or the platform, and sign in with your organization’s account. On your first sign-in, a Terms & Compliance screen asks you to review and accept a few documents. Tick:

• I accept the General Conditions of Service (required)
• I accept the Privacy Policy (required)
• I accept the AI Systems Usage Policy (optional)

Use the Open link next to each to read the document. The Accept and continue button stays disabled until both required boxes are ticked. Click it to enter the platform.

2. Accept your invitations

You land on the home page (Welcome, …!). If someone invited you, a Pending invitations block sits at the top: Accept an invitation to get access. Each invitation is a card with:

• a badge for what you’re invited to: Project (a workspace), Agent or Review campaign;
• its name;
• the organization and your role (for example Bayes Impact Demo · Role: admin). Agents and campaigns also show their workspace.

Click Accept to get access right away: the workspace then appears on the home page. Click Decline if you don’t want it; the invitation disappears. An invitation to a review campaign can only be accepted while the campaign is active.

3. Find your workspaces

Below, the home page lists every workspace you have access to, grouped under its organization. Use the Search box at the top right to filter them when you have many. Accepting an invitation to an agent or a campaign also gives you access to its workspace, so it shows up here too.

4. Open a workspace

Each workspace card has an open button named after your main app (for example App or Studio). Click it to enter the workspace. If you can use several apps, a chevron next to it lists them all. See Apps overview for what each app does.

5. Rename your organization (owners and admins)

If you own or administer an organization, its card shows a pencil next to its name. Click it to rename the organization. Members without that role don’t see the pencil.

6. If you see “No access yet”

If you have no workspace and no pending invitation, you see a No access yet page instead of the home page: Your account is active, but you have no workspace and no pending invitation. Ask your administrator to invite you. Your account works; it simply has nothing to open yet. Ask your administrator to invite your email, then sign in again. Use log out to leave the page.

Tips

• Give your administrator the exact email address of your organization’s account, so the invitation matches the account you sign in with.
• Declined an invitation by mistake? Ask the administrator to invite you again.
• You can edit your display name later from the user menu. See Manage your profile.
• Not sure which app to open? See Apps overview.

Troubleshooting

• The Accept and continue button is greyed out. Tick both the General Conditions and the Privacy Policy. The AI usage policy is optional.
• I see No access yet. Nobody has invited your email yet, they invited a different address, or you already declined the invitation. Check with your administrator which email they used, then sign in again once they’ve invited you.
• I don’t see the invitation I expected. Make sure you signed in with the invited email address, and that your identity provider has verified it. An invitation to a campaign that isn’t active yet can’t be accepted; ask the campaign owner to activate it.
• A workspace I expected is missing. Access is given per workspace, agent or campaign, and only once you accept. Check the Pending invitations block, or ask the workspace admin to invite you from Members, or the campaign owner to invite you in Participants.
• I see Sign-in failed. Your organization’s sign-in service refused the sign-in. Click try again, or log out and sign in again. If it keeps happening, send the message shown on the page to the administrator of the platform.
• I see Create organization instead. Your account can create its own organization and hasn’t joined any workspace yet. Create one, or ask to be invited to an existing workspace.