Accepting Team Invitations

When invited to Alpha Platform, follow this guide to set up your account.

Invitation Process

Step-by-Step Account Setup

Step 1: Receive Invitation

You'll receive an email with:

• Subject: "You've been invited to Alpha Platform"
• Sender: Your organization's Alpha admin
• Link: Invitation acceptance link

Step 2: Click Accept Link

1. Open the invitation email
2. Click Accept Invitation or the invitation link
3. You'll be taken to the setup page

Step 3: Complete Your Profile

Fill in your account details:

Step 4: Create Password

Create a strong password:

1. Enter password
2. Confirm password
3. Passwords must match

Step 5: Accept Terms

1. Read Terms of Service (link provided)
2. Read Privacy Policy (link provided)
3. Check the acceptance box
4. Click Create Account

Step 6: Access Your Account

Upon completion:

• Account is activated
• You're automatically signed in
• Dashboard loads with role-appropriate content

Setting Up Security

Recommended First Steps

After accepting your invitation:

1. Set up a passkey (highly recommended)

   • Go to Profile > Security
   • Add passkey for your device

2. Link OAuth (optional)

   • Connect Google account
   • Enables single sign-on

3. Review profile

   • Check assigned role
   • Verify subsidiary access

Invitation Types

Standard Employee Invitation

• Sent by administrator
• Pre-assigned role and permissions
• Immediate access upon setup

Buyer Invitation (Construction)

• Linked to specific project
• Access to configurator
• Limited to buyer functions

Shop Customer Invitation

• E-commerce access
• Order history and tracking
• Shopping cart features

Troubleshooting

Invitation Link Expired

Invitations expire after 7 days:

1. Contact your administrator
2. Request a new invitation
3. Check spam folder for recent invite

"Invalid Invitation" Error

This can occur when:

1. Link already used - Account may exist, try signing in
2. Link expired - Request new invitation
3. Link corrupted - Request new invitation

Email Not Received

If you don't see the invitation:

1. Check spam/junk folder
2. Search for "Alpha" or sender name
3. Verify correct email was used
4. Contact administrator to resend

Can't Complete Setup

If form submission fails:

1. Check required fields - All must be filled
2. Password requirements - Ensure complexity met
3. Passwords match - Re-enter to confirm
4. Terms accepted - Checkbox must be checked
5. Try different browser - May be compatibility issue

After Account Setup

First Time Sign-In Tips

1. Bookmark the login page for easy access
2. Explore the dashboard to understand layout
3. Check assigned role in Profile
4. Review available modules in navigation

Getting Help

• Read role-specific User Guides
• Contact your administrator for access issues
• Use in-app help where available

Changing Your Details Later

After setup, you can modify:

For Administrators

Sending Invitations

1. Go to Administration > Users
2. Click Invite User
3. Enter email address
4. Assign role
5. Select subsidiary access
6. Send invitation

Managing Invitations

View and manage pending invitations:

• See pending invitations list
• Resend expired invitations
• Revoke invitations if needed
• Track acceptance status

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