This guide is for someone invited by an Owner or Admin of an existing organization.
Setting up your company in Kolo? Open the Kolo app and follow Register Your Organization.
Invitation: sent by email from your organization’s Owner or Admin
Tied to: the email address your team used
After joining: your role and account permissions decide what you can see
Accept the Invitation
Open the invitation email sent by your organization’s Owner or Admin.
Follow the invitation link.
Complete the sign-in or registration steps shown for the invited email address.
Accept the invitation and open the organization.
The invitation is tied to the email address your team used. If that address is wrong, ask the person who invited you to send a new invitation to the correct one.
After You Join
Your organization role and account permissions determine what you can see. Joining the team doesn’t automatically give you access to every account or card.
If something is missing, see I Can’t See an Account or Card.
Troubleshooting
Issue | What to do |
The invitation is missing or expired | Check the inbox and spam folder for the invited email address. If you still can’t find or use the invitation, ask your Owner or Admin to resend it. |
The invitation went to the wrong email address | Ask the person who invited you to send a new invitation to the correct one. |
You were added as an Employee | Employees don’t receive a dashboard invitation. If you need to sign in, your team must give you a role with dashboard access. See Roles and Permissions. |
Need Help?
Contact us through the support widget or at [email protected] with your organization name, the invited email address, and any error message.