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Joining a HeyReach Workspace: How to Accept Your Invitation and Get Started?

Updated this week

If you’re looking to invite a team member to a specific HeyReach organisation or workspace, first check out our article How to Invite Team Members to HeyReach for step-by-step instructions.

Already received an invitation? You’re almost ready to join 👏 just follow the steps below to access your invitation link, complete your registration, and start collaborating.

Step 1. Access Your Invitation Link

There are two ways to receive your HeyReach invitation:

Option 1: Invitation Email

  • You’ll receive an email sent to the address used for your invite.

  • In the email, either:

    • Click Join to go directly to the registration page, or

    • Use the invitation link provided further down in the email.

Option 2: Direct Link from an Admin/User

  • Sometimes, you might receive the link directly from the person who invited you (e.g., via chat or another tool).

  • This method is common for white-label users who don’t get emails from HeyReach.

  • If the email doesn’t arrive, the inviter can copy and send you the link manually.

Step 2. Complete Your Registration

Once you click the invitation link, you’ll land on the registration page. Fill in the form with:

  1. First Name

  2. Last Name

  3. Password

Then:

  • Tick the I agree to ToS & Privacy Policy box.

  • The Register button will turn blue, click it to finish signing up.​

Step 4. Navigate Your Workspaces

  • After logging in, click the workspace name in the top-right corner to see the dropdown list of workspaces you belong to.

  • Click the Members icon in a workspace to see your specific permissions.

If you need additional access, you can contact an admin, their email address is displayed for your convenience.

Understand Your Access Level

Your permissions depend on your assigned role:

Admin

  • Access to all current and future workspaces in the organisation.

  • Can view the Master View, manage Billing, Workspaces, and Members.

Member

  • Can be part of one or more workspaces.

  • Cannot access Master View, Billing, Workspace management, or Member management.

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