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When someone invites you to their team, you’ll receive an email with a link to join.

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Accepting Your Invitation

  1. Check your email for an invitation from Surfacd
  2. Click Accept Invitation in the email
  3. You’ll be directed to complete your account setup
Invitation links expire after 7 days. If your link has expired, ask your team admin to resend the invitation.

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New Users

If you don’t have an account yet:
  1. Click the invitation link
  2. Create a password for your account
  3. Click Complete Setup
You’ll be logged in automatically and taken to your new team’s dashboard.

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Existing Users

If you already have an account:
  1. Click the invitation link
  2. If you’re already logged in, you’ll join the team automatically
  3. If you’re logged out, you’ll be prompted to sign in first
Once signed in, you’ll be added to the team and can access shared projects.

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Team Roles

Your team admin assigns you a role that determines what you can do:
RoleCapabilities
OwnerFull control — manage billing, team settings, and transfer ownership
AdminManage team settings, invite members, create and edit all projects
MemberCreate and manage your own projects, view all team projects
ViewerView-only access to all team projects and reports
Need a different role? Contact your team admin to update your permissions.

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Auto-Provisioning

If your team has auto-provisioning enabled for your email domain, you’ll be automatically invited when you first sign in with Google or Microsoft. You’ll see a pending invitation on the team selector page — click Accept to join.

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Multiple Teams

You can be a member of multiple teams. Switch between teams using the team selector in the navigation sidebar.

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Troubleshooting

Make sure you’ve accepted the invitation by clicking the link in your email. If issues persist, contact your team admin.
Contact your team admin to send a new invitation to your preferred email address.