This guide explains the different ways to join an organization in Reformat and what to expect when you receive an invitation.
Ways to Join an Organization
There are two ways to join an organization:
| Method | How It Works | Best For |
|---|---|---|
| Email Invitation | Admin sends you a direct invitation | Specific invites |
| Domain Request | Request to join based on your email domain | Large organizations with domain auto-join |
Method 1: Email Invitation
Receiving an Invitation
When an admin invites you, you’ll receive an email containing:
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The organization’s name
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Who invited you
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Your assigned role
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A secure link to accept
Accepting via Email Link
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Click the link in the invitation email
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Sign in to Reformat
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Use the same email address the invitation was sent to
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If you don’t have an account, create one with that email
- Review the details:
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Organization name
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Your role (Admin or Member)
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Who invited you
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Click “Accept Invitation & Join Team”
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Welcome! You’re now part of the organization
Accepting via Dashboard
If you’re already signed in, pending invitations appear on your Team Members page:
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Go to Team Members
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Look for the Pending Invitations card at the top
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You’ll see:
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Organization name
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Who invited you
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Your assigned role
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Expiration date
- Click Accept to join, or Decline to reject
Method 2: Domain Request
If an organization has enabled domain auto-join for your email domain:
How It Works
-
Sign up or sign in with your company email (e.g.,
you@company.com) -
If
company.comis configured for auto-join, they will automatically receive your request to join the organization -
An admin reviews and approves your request
-
Once approved, you will receive email and can join the organization
What to Expect
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Approval may take time depending on admin availability
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You’ll be notified when your request is processed
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The admin chooses your initial role
After Joining
Once you’ve joined an organization:
What You Gain Access To
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Shared Credits - Use the organization’s credit pool
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Custom Templates - Access templates created by your team
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Team Collaboration - Work alongside other members
What You’ll See
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Team Members page shows your colleagues
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Your Plan page shows shared subscription and credits
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Templates includes organization-specific options
Declining an Invitation
If you don’t want to join:
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Go to Team Members
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Find the invitation in Pending Invitations
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Click Decline
The admin will see that the invitation was declined and can send a new one if needed.
For Admins: Tracking Invitation Status
Admins can see invitation status in the team members list:
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Pending - Waiting for response
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Accepted - User joined the team
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Other status - User may be in another organization
Frequently Asked Questions
Q: I can’t find my invitation email
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Check your spam/junk folder
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Search for “Reformat” in your email
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Ask the admin to resend the invitation
Q: The invitation says it’s invalid
Possible causes:
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Invitation has expired
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Invitation was already used
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Invitation was cancelled by the admin
Solution: Contact the admin who sent it for a new invitation.
Q:I need to sign in with a different email
Invitations are tied to specific email addresses. You must:
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Sign in with the exact email the invitation was sent to
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Or ask for a new invitation to your preferred email
Q:I’m already in an organization
When you accept an invitation to a new organization, you’ll join that organization and leave your previous one.
Q:I don’t see pending invitations
The pending invitations section only appears if you have pending invites. If you expected one:
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Check if you’re signed in with the correct email
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Ask the admin to verify they sent it to the right address
Need help joining? Ask in the Support category or contact the admin who invited you.