A client cannot open an invitation or find a workspace feature
Accept an invitation with the invited email address, then check portal access, team role, permissions, and account type.
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If someone can't open an invitation, or is missing something they should be able to see, work through these.
- Open the invite link in a private browser window and sign up with the exact email address the invite was sent to, using email and password.
- If the portal doesn't load, or you're signed straight back out after signing up, the agency's portal domain may not be fully set up — the agency owner should check Domains & Email.
- If a signup page shows a domain-related error, contact support rather than troubleshooting DNS — this isn't a customer-fixable configuration issue.
- If you're signed in but a feature is missing, check Settings → Workspace → Team Members for your role, and Roles & Permissions on the same Workspace tab for what that role includes.
- If a large part of the sidebar is missing on an agency account — Roles & Permissions, API Keys, Danger Zone — contact support; the account may be set up as the wrong account type.
- Don't create a second account to work around an access problem — it makes the real issue harder to fix.