Set up your account from an invite email
Your Admin added you: open the invite email, choose a password and sign in. The link works for 7 days.
Last updated October 22, 2026
Who can do this: Everyone on your team
Steps
- Open the email “You've Been Invited to [your company] — Set Up Your Account” and click the button. The link works for 7 days.
- The Set Up Your Account page shows your company and your email.
- Type a Password and the same again in Confirm Password. It needs at least 8 characters, an uppercase letter, a lowercase letter, a number and a special character.
- Optional: open Configure Email Settings to connect your email now. You can also do it later in My Settings.
- Click Complete Account Setup, then Go to Login and sign in.
If something goes wrong
- The page says Invalid or Expired Link.
- The 7 days are up or the setup was already finished. Go to the sign-in page, click Forgot password? and enter your email: the reset email lets you choose your password. Or ask your Admin to set one for you.
- The invite never arrived.
- Check spam and junk. Invites come from CaseMgmt, not from your company's own email. See I didn't get the email.