Accept an invitation

When your company already uses Gabriel, an admin invites you by email. The invitation sets up your account with your name, your role and anything the admin has already given you, such as a team or records to work. You only choose a password.

Accept your invitation

Open the invitation email and click the link. Invitations last 7 days.
On Complete your registration, check that your name and email are right.
Enter a password of at least 8 characters under Create password, and enter it again under Confirm password.
Tick the box to agree to the Terms of Service and Privacy Policy.
Click Create account.
On Account created, click Continue to sign in, then sign in with your email and the password you just chose.

The first time you sign in, Gabriel opens Welcome to Gabriel so you can add your photo and signature and connect your email. See Set up your profile.

Invite someone (admins)

Admins click Invite user on Settings > Team. Until the person accepts, their row shows Pending (or Expired after 7 days) and offers Resend invitation, Copy invite link and Cancel invitation. See Team.

How it works

A link works once and for 7 days. After that the page shows Invalid invitation.
A new link replaces the old one. Resending or copying a new link stops the link in any earlier invitation email from working.
Your email address is fixed by the invitation. You can’t change it while accepting. If it’s wrong, ask the admin to cancel the invitation and invite the right address.
What the admin set up is kept. A custom role, team membership and records assigned to you before you accepted are all there when you first sign in.
An accepted invitation counts as a billed seat. A pending invitation doesn’t; the seat starts when the person accepts.

Best practices

Accept within the week. The link expires after 7 days, and an expired link means another round trip to your admin.
Use a password you don’t use anywhere else. Gabriel holds your customers’ contact details and your email history.
Admins: set up roles before you invite. You choose the role in the invitation, so create any custom roles first in Roles & permissions and the person starts with the right access.
Admins: invite with the address people use for work email. Each person later connects that mailbox to Gabriel, and their sign-in address can’t be changed from their profile.
Admins: use Copy invite link when invitations land in spam. Send the link over a channel you trust, such as your company chat, rather than asking the person to dig through filters.

Troubleshooting

“Invalid invitation” with “Invitation has expired”. More than 7 days have passed. Ask your admin to resend it.

“Invitation has already been accepted”. Your account is already set up. Click Go to sign in. If you’ve forgotten the password, use Forgot your password? on the sign-in page.

“Invalid invitation link”. The link was replaced by a newer one, or was cancelled. Use the most recent invitation email, or ask your admin for a new one.

The invitation email never arrived. Check your spam folder, then ask your admin to use Copy invite link and send it to you directly.