When an admin invites you to a ChatSan organization, you get an email with an invitation link. Opening it lets you set a password and join, even though you don't have an account yet. This article covers the accept flow when you're logged out.
1. Open the invitation link
Open the link from your invitation email. It takes you to a page titled Organization Invitation that shows your Email, Name, and Role (Admin or Staff). The role is set by the person who invited you; you can't change it here.
Note: Invitations expire 14 days after they're sent. If the link says the invitation has expired or has already been accepted, ask your admin to send a new one.
2. Accept and set your password
You don't need an existing account. Accepting the invite creates one.
- Click Accept & Join Organization.
- On the Set your password screen, your Email is shown and is already verified, so there's no email confirmation step.
- Enter your Name (it's pre-filled from the invite, edit it if you want).
- Enter a Password of at least 8 characters.
- Re-enter it in Confirm password.
- Click Set password & join.
ChatSan creates your account, signs you in, and joins you to the organization. You land in the app at the dashboard.
Good to know: If an account already exists for your email, the password step won't create a new one. Use the Sign in link on the page to log in first, then accept the invite. Accepting only works when you're signed in with the same email the invite was sent to.
3. What access you land with
Your access depends on the Role on the invitation:
| Role | What you can do |
|---|---|
| Admin | See and manage every creator in the organization, plus team and billing access. |
| Staff | See and work only the specific creators the admin assigned to you in the invite. |
For the full breakdown of what each role can view and change, see team roles and permissions.
Learn more: how access is split across roles in team roles and permissions →