Accepting an invitation
Join the business that invited you: through the email link or by typing your 8-character code.
You have been invited to collect for a business on Prestafolio. Until you accept, your account has no access to that business: even if you sign in with the email you were invited at, the app will send you back to this screen. Accepting is the step that grants you access.
You have 7 days from the moment it was sent.
Path 1: the email link
- Open the invitation email and click the link.
- You will see who is inviting you, with what role, and when the invitation expires, all of that before signing in.
- Click Sign in to continue and log in (or create your account).
- Click Accept invitation. Done: you are in.
Path 2: the 8-character code
Use this when the code reached you over WhatsApp, was read to you over the phone, or the link will not open.
- Go to prestafolio.com/invite.
- Type the 8-character code (for example,
7K9M2XQP). - Continue as in path 1: review the invitation, sign in and accept.
The code is case-insensitive and you may type it with dashes or spaces:7k9m 2xqpand7K9M-2XQPboth work. It also never contains lookalike characters: no zeros, O's, ones, I's or L's.
Your email must be verified
Before letting you accept, Prestafolio checks that your account's email is verified. If it is not, you will see Verify your email: open the verification message in your inbox, confirm it, and try again with the I verified, retry button.
You can accept with a different account
The link and the code are the credential, not the email address. If you were invited at juan@work.com but your Prestafolio account is juan@personal.com, you can still accept from your personal account: the membership moves to your real identity, and any portfolio the owner had already assigned to you is reassigned automatically. You lose nothing.
The only thing you cannot do is accept with an account that is already a member of that same business.
Messages you may run into
Message | What it means | What to do |
|---|---|---|
That code is not valid | The code or link does not exist. It also appears if it expired or was already used: for security the reason is not disclosed. | Check the invitation email and type it again. |
This invitation expired | More than 7 days went by. | Ask the business owner to resend it (that issues a new link and code). |
This invitation was revoked | The owner deleted you or sent you a newer invitation (the older one stops working). | Use the most recent invitation or contact them. |
This invitation was already accepted | You already used it (sometimes a double click). | Nothing else to do: continue to the dashboard. |
This invitation belongs to another account | The invitation is already linked to another identity. | Sign in with the account that accepted it. |
Your account is already a member of this business | You already belong to that business under another record. | Just sign in; if you think it is a mistake, tell the owner. |
Too many attempts | Code entry is protected against brute force. | Wait a minute and retry. |
Edge cases
- You were blocked before accepting: accepting does not unblock you. Blocking and acceptance are independent; ask the owner to unblock you.
- You were re-invited after being deleted: your previous acceptance does not count, you must accept the new invitation.
- You tried to enter without accepting: the app takes you to the code screen showing the name of the business that invited you. It is not an error: you are simply missing this step.