Join a workspace via email invitation

Follow the instructions below on how to join a workspace via email invitation.

1

Check the inbox of the email address the invitation email was sent to, open this email.

2

Click Let's go or the link contained within the email invite, it's also possible to copy paste the link into your browser.

3

If you already have an EMDESK account, the "Login" window will appear – just enter your EMDESK login credentials to join the workspace. You can also use Sign in with Microsoft if your organization uses Microsoft Azure AD.

Note: If you have an EMDESK account but the "Create a new Account" window appears instead, click Sign in and enter your EMDESK login data to join the workspace. For login issues, read "Login Issues".

4

If you don't have an EMDESK account, the "Create a new account" dialogue box will appear:

• Enter your email address, this will be your username and your primary email address.

Tip: It is also possible to add further email addresses to your account, but your primary email address will always be the one you use to login to your account.

• Create a password – minimum 6 characters, must contain numbers, small and uppercase letters, and can't be the same as the email address.
• Retype password.
• Enter the confirmation code.
• Tick the first checkbox to agree to the Terms of Service.
• Tick the second checkbox if you wish to receive news about EMDESK and project management insights per email (opt out any time by clicking the "Unsubscribe" link at the bottom of our emails).
• Click Sign up.

5

The "Email validation pending" dialogue box will appear, an activation link and a six-digit code are sent to your email address.

• Check your email for the activation link and six-digit code (both are valid for 24 hours, after 24 hours you would need to login and use the "Resend Email" button).
• Click the activation link OR copy and paste the code into the code field in the "Email validation pending" box.
• Click Activate.

Tip:

• No email? Make sure you check the inbox of the same email address that you have provided. Still no email? Click the "Resend Email" button. Or read "Issues receiving emails from EMDESK".
• Accidentally closed this window? We will redirect you to the "Check your inbox" window every time you attempt to log in until your account is validated.
• If you try to create an account with an email address that is already registered, we will send a password reset email instead. Read "Login issues" for further assistance.

6

The "Your profile" setup screen will appear. Complete your profile information:

• Click the "Camera" icon to set your profile picture (can be added later).
• Enter your First name and Last name.
• Enter your Organisation and Job title.

Optionally, expand the Localization settings section to configure your preferred formats:

• Language – Select your preferred interface language.
• Time format – Choose between 24-hour clock (e.g. 14:13) or 12-hour clock (e.g. 2:13pm).
• Date format – Select how dates are displayed throughout the application.
• Number format – Choose between decimal "." with thousands "," (100,000.00) or decimal "," with thousands "." (100.000,00).

Tip: Localization settings can also be changed later in your user settings. If you skip this step, default settings will be applied.

• Click Continue to proceed.

7

You will now be taken directly into the workspace. Any other invites sent to your email address will be automatically recognized and your account will be linked to the relevant workspace(s).