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Audience: Company contacts invited to an onboarding workspace. Your IT service provider creates the workspace, adds contacts, and starts it. You can enter through your invitation or, when your signed-in account is linked, through Your onboarding in the portal. Access to your regular Company portal does not automatically grant access to every onboarding workspace.

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Open an emailed invitation

1

Open your invitation

Use the onboarding invitation sent by your IT service provider. Invitations are associated with a contact; use your own invitation instead of a colleague’s link.
2

Verify your email when prompted

On Verify Your Email, enter the email address used for the invitation. The page shows a masked hint. Select Send Verification Link.
3

Check your inbox

Open the verification email and follow its link. On Complete Verification, select Continue to Portal to finish signing in.If the message has not arrived, check your junk folder. Wait for the displayed cooldown before selecting Resend Verification Email.
4

Review the workspace

Check the portal and company name, then review the tasks and information your provider has made available. The workspace can include documents, forms, approvals, training, and other requested actions.
The invitation route verifies access to the onboarding workspace. It does not require creating a regular portal account first.

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Return from your Company account

  1. Sign in to your normal Company portal using the email your provider added to the onboarding contacts.
  2. Open Your onboarding in the sidebar when available.
  3. Find the active workspace and select Continue.
This route matches your signed-in email and company to an active, available onboarding contact. When the match succeeds, Continue opens the workspace without asking you to repeat the invitation email flow.
If the page says No onboarding portal is linked to this account, ask your IT provider to add the email you use to sign in. Your invitation may have been sent to a different address, or the workspace may no longer be active.

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Resolve an access problem

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Ask your provider a question

Once inside, use Ask a Question when available. Enter the question and select Send Question. Wait for the success message; if the portal reports that it could not send or that no recipients are configured, contact your provider through your usual support channel. Sending the question contacts the configured onboarding team. Closing the dialog with Cancel does not send it. Use the dedicated credential handoff task for secrets rather than entering them in a general question.

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FAQs

No. The invitation flow verifies the invited email and opens the onboarding workspace. A regular Company account is useful for returning through Your onboarding when your provider has linked the same address.
The signed-in account must match an available contact on an active workspace for the same company. Ask your provider to check the email, company, contact access, and workspace status.
Ask your provider to add that person as an onboarding contact and issue their own access. Forwarding your invitation does not change the contact it belongs to.
Your MSP manages onboarding contacts and access. A Company administrator should ask the MSP to add or update a contact.
That confirmation completes the verification flow. Merely opening the email link is not the final step.
No. The provider has not started that onboarding workspace. Ask them to activate it.
No. Each task has its own completion or submission action. Review the instructions and wait for confirmation after submitting.
It sends to the onboarding recipients configured by the provider. If no recipient is configured or delivery fails, the portal displays an error; use your normal support channel.