Accepting a Team Invite¶

When a portal account owner invites a colleague, the invitee receives an email with a secure link. This page describes what happens when that link is clicked.

Flow¶

flowchart TD
    A[Receive invite email] --> B[Click accept link]
    B --> C{Already logged in?}
    C -->|Yes| D[Token accepted automatically]
    C -->|No| E[Redirected to login page]
    E --> F[Log in or register]
    F --> D
    D --> G[Team membership created]
    G --> H[Redirected to portal dashboard]

Steps¶

1. Click the invite link¶

The link in the email looks like:

https://portal.truload.example.com/portal/invite/accept?token=<64-char-token>

2. Log in or register¶

If you are not already logged in, the page redirects you to the login screen. After logging in (or creating a new portal account), you are returned to the invite acceptance page automatically.

3. Invite accepted¶

The system links your portal account to the transporter. You now have access based on the role the owner assigned (Admin, Manager, or Viewer).

Expiry¶

Invitation links are valid for 7 days from the time they were sent. If the link has expired:

Ask the account owner to send a new invitation from Settings > Team > Invite Member.

Troubleshooting¶

Issue	Resolution
"Token not found or expired"	The link is more than 7 days old. Request a new invite.
"You are already a member"	Your account is already linked to this transporter.
"Invite email belongs to a different account"	Log in with the email address the invite was sent to, then try the link again.