Respond to an invitation to join a workspace

Permissions and access

Minimum role: Guest
Client type: web client

To join a workspace within the web client, you are required to receive an email invitation from a CoBaseKRM administrator. If you are new to CoBaseKRM, you will be prompted by the email invitation to create a new user account. The administrator will assign an appropriate role within CoBaseKRM to you when your new user account is created.

Note

You have one week by default to respond to an invitation to join a workspace in CoBaseKRM. If you do not see the email invitation in your inbox, check your spam folder or quarantined messages folder. Please request that your IT department whitelist the URLs for predictum.com and cobasekrm.com to ensure that you receive related email notifications in your inbox.

To respond to an email invitation to join a workspace:

1. Open the "Welcome to workspace" email message.

   

2. Click or tap the Accept Invite button.

   The Create User Profile dialog is opened in your web browser.

   

3. Fill in the fields in the dialog and click or tap the Sign Up button.

   CoBaseKRM sends you a "CoBaseKRM Sign Up Verification" email message.

   

4. Open the "CoBaseKRM Sign Up Verification" email message and click or tap the Click Here to Complete button.

   The Verify Email dialog opens in your web browser.

   

5. Click or tap the Click Here to Proceed button.

   You are navigated to the CoBaseKRM home page in your web browser.

6. Click or tap the Log in button in the navigation bar.

   The Log in dialog appears.

7. Log in using your user account credentials.

   The Workspaces dialog appears.

   

8. Click or tap the Accept button.

   You are navigated to the Projects view within the CoBaseKRM application.