Join a team

If a colleague has invited you to their DocuPotion team, you'll get an email from DocuPotion with a Join button. Joining gives you access to the team's templates, connections and plan. This article walks through it.

Accept the invite

1. Open the invite email and click the Join button (or copy the link into your browser).
2. If you don't have a DocuPotion account yet, click Create an account. If you do, click log in. Use the email address the invite was sent to: the invite only works for that address.
3. You come straight back to the invite. It shows who invited you, your role, and what you'll share with the team.
4. Click Join. You land on the team's dashboard.

If you already use DocuPotion

You can be in one team at a time. If your own account already has things set up, the invite tells you what will pause while you're in the team, for example:

• your API key stops working;
• Create document stops working in your own Attio workspace;
• your own Google Drive templates and automations are kept but not used.

Nothing is deleted. If you leave the team later, your own account comes back exactly as it was.

If your own Attio workspace is the same one the team uses, the invite says so: after you join, ask a team owner to reconnect Attio from the team.

If the invite doesn't work

• "This invite was sent to a different email address": log out and log in (or sign up) with the address the invite was sent to.
• "This invite has expired" or "has already been used": invites last 7 days and work once. Ask the person who invited you to resend it.
• "You are already in another team": ask an owner of that team to remove you, then open the invite again.
• "Your own team has other people in it": someone else has already joined your own account as a team. Remove them first (or make one of them an owner and ask them to remove you).