UsersStart here9 min read
Sign in and select the right organization
Accept access, secure your personal account, switch to the intended organization, and understand what your role controls.
Who can do this
Any organization member
Primary route
/login
Last verified
4 August 2026
What you need
Have these ready before you start.
- An invitation or account created by your organization
- Access to your work email and authenticator device
01
Accept access using your own identity
Use the invitation sent to your work email. Do not reuse a colleague’s account.
- Open the invitation and verify the organization name.
- Complete account registration and email verification.
- Sign in from /login.
- Open Settings → Organization → General to set a unique password and enable two-factor authentication.
02
Switch to the intended organization
People with more than one membership may open a different workspace by default.
- Open the account menu in the lower-left corner.
- Select Switch organization.
- Choose the organization you are working for now.
- Confirm its name in the workspace or module header.
Stop if the company name is wrong. Do not upload documents, submit claims, or change records until you switch.
Expected result: The correct organization name appears and the navigation reflects your assigned access.
03
Understand missing or read-only pages
Navigation reflects organization subscription plus your role’s module and page grants.
- A missing module may not be enabled for the organization.
- A missing page or disabled action may be restricted by your role.
- Ask an Organization Admin to review the role; never borrow an administrator account.
Troubleshooting
- Invitation expired or went to the wrong address: ask the admin to verify the employee work email and resend.
- You see another organization: switch through the account menu and reload.
- You are locked out after changing devices: use the approved recovery process; do not create a duplicate account.