Accepting Your Invitation

When you are invited to join an organization on Boardwise, you will receive an email with a link to accept the invitation and set up your account.

What to Expect in the Invitation Email

Your invitation email will include:

• The name of the person who invited you
• The organization you are being invited to join
• Your role in the organization (for example, Director)
• A brief description of what you will be able to see and do, as an Administrator, a Board Member, or a Guest
• A button to accept the invitation
• The expiration time for the invitation link

Invitation links are valid for a limited time (typically 2 hours) for security reasons. If your link expires, contact the person who invited you to request a new invitation.

Accepting as a New User

If you do not already have a Boardwise account:

1. Click the invitation link in your email or copy and paste it into your browser
2. Review the invitation details - Confirm the organization name and who invited you
3. Click "Create Account" to proceed with account setup
4. Enter your name - This is how you will appear to other members
5. Submit the form - Your account will be created automatically using the email address the invitation was sent to

Your timezone will be detected automatically from your browser settings.

Accepting as an Existing User

If you already have a Boardwise account:

1. Click the invitation link in your email
2. Sign in when prompted - Use your existing Boardwise credentials
3. Confirm acceptance - You will be automatically added to the organization

If you sign in with a different email address than the one that received the invitation, you have two options:

• Add the email to your account - Click the button to add the invitation email as a secondary email. After verifying the new email, the invitation will be accepted automatically.
• Sign in with the correct email - Sign out and sign in with the email address that received the invitation.

Adding the email is recommended if you want to use a single account for multiple email addresses. See Secondary Email Addresses for more details.

Setting Up Your Passkey

After creating your account, you will be prompted to set up a passkey for secure, passwordless sign-in:

1. Click "Add Passkey" when prompted
2. Follow your device prompts - This may use Touch ID, Face ID, Windows Hello, or a hardware security key
3. Complete the registration - Your passkey will be saved for future logins

Passkeys provide stronger security than passwords and make signing in faster. However, you can skip this step and set up a passkey later from your account settings.

First Login Experience

After accepting your invitation:

• You will be taken to your dashboard
• Your dashboard shows upcoming meetings and any action items assigned to you
• Use the main navigation to explore meetings, documents, and other areas you have access to
• Your access level depends on the role you were assigned in the invitation

Common Issues and Troubleshooting

Invitation Link Not Working

If clicking the link in your email does not work:

• Try copying the full link and pasting it directly into your browser
• Make sure the entire link was copied (it may wrap across multiple lines in your email)
• Check that you are using the link within the expiration window

Invitation Expired

Invitation links expire after 2 hours for security purposes. If your invitation has expired:

1. Contact the person who invited you
2. Ask them to send a new invitation from the People section in Boardwise
3. Check your email for the new invitation link

Invalid Invitation Error

This message appears when the invitation link cannot be found or has already been used:

• Each invitation link can only be used once
• If you have already accepted the invitation, try signing in normally
• Contact your administrator if you believe there is an error

Signed In With Wrong Account

If the invitation was sent to a different email than your account:

Option 1: Add the email to your account (recommended)

1. Click Add [email] to my account on the invitation page
2. Check your inbox for a verification email
3. Click the verification link
4. The invitation will be accepted automatically

Option 2: Sign in with the invitation email

1. Sign out of your current Boardwise session
2. Return to the invitation link
3. Sign in with the email address that received the invitation

If you have accidentally created multiple accounts and want them consolidated, contact support at support@boardwise.co.

Cannot Create Passkey

If you have trouble setting up a passkey:

• Make sure your browser supports passkeys (recent versions of Chrome, Safari, Firefox, and Edge all support them)
• Check that your device has biometric authentication or a hardware security key set up
• You can skip passkey setup and configure it later from your account settings

Need Help?

If you continue to have issues:

• Contact the person who invited you for assistance
• Reach out to your organization's administrator
• Contact support at support@boardwise.co

Related Topics

• Secondary Email Addresses - Using multiple email addresses with one account
• Editing Your Profile - Managing your profile after joining
• Account Settings - Overview of all account settings