If a colleague or organization administrator has invited you to join their Microscope.ai organization, you can quickly set up your account and gain access to shared projects and analyses. This guide explains how to accept an invitation and get started.
Receiving an Invitation
When someone invites you to join their organization, you'll receive an email invitation.
Invitation Email Contents
The invitation email typically includes:
- Inviter's name - Who invited you to the organization
- Organization name - Which organization you're being invited to
- Invitation link - A unique link to accept the invitation
- Expiration notice - How long the invitation is valid (usually 7 days)
Check Your Email
If you're expecting an invitation but haven't received it:
- Check your spam or junk folder
- Verify the inviter used the correct email address
- Wait a few minutes (delivery can be delayed)
- Ask the inviter to resend the invitation
- Check with your IT department if corporate email filters might be blocking it
Accepting the Invitation
Follow these steps to join the organization:
For New Users (No Microscope Account)
- Open the invitation email
- Click the Accept Invitation or Join Organization link
- You'll be directed to a registration page
- Fill in your information: name, email (pre-filled), and create a password
- Accept the terms of service
- Click Create Account and Join
- Verify your email address via the verification email
- Log in to access the organization
For Existing Users (Already Have an Account)
If you already have a Microscope.ai account with the email address used for the invitation, you will be automatically added to the organization without any additional steps required.
- No email notification will be sent
- The organization will appear automatically in your organization selector
- You can switch to the new organization immediately using the organization selector in the top navigation
- You now have access to both your personal organization and the new one
After Joining
Once you've accepted the invitation and logged in, you'll have access to the organization's resources.
What You Can Access
Once you join an organization, you will have full access to:
- View projects - See all projects within the organization
- Access analyses - View and potentially create analyses
- See results - Review analysis results and insights
- Collaborate - Work with other team members
- Manage resources - Create and edit content (based on permissions)
Switching Between Organizations
If you belong to multiple organizations:
- Look for the organization selector in the top navigation
- Click on the current organization name
- Select which organization you want to work in
- The interface updates to show that organization's data
Each organization is completely separate - projects, analyses, and data don't mix between organizations.
Understanding Your Access
Once you join an organization, you'll have full access to all features and capabilities:
What You Can Do
- View all projects and analyses
- Create and run analyses
- View results and insights
- Add and edit products
- Create custom prompts
- Create and delete projects
- Invite new users to the organization
- Configure organization settings
- Manage project settings
Note: Currently, all users in an organization have the same level of access. Role-based permissions (to differentiate between admin and standard users) are planned for a future release.
Setting Up Your Profile
After joining, complete your profile to help your team recognize and collaborate with you:
- Add your full name
- Upload a profile photo
- Set your job title or role
- Configure your notification preferences
- Set your timezone
Getting Familiar with Existing Projects
If the organization already has projects set up:
Explore Existing Projects
- Navigate to the Projects page
- Browse the list of existing projects
- Click into a project to see its details
- Review the products, prompts, and analyses
- Check recent analysis results
Ask for a Tour
Don't hesitate to ask the person who invited you:
- Which projects are most relevant to you
- What analyses are currently running
- What your specific responsibilities will be
- Any ongoing initiatives or campaigns
- Who to contact with questions
Common Questions from Invited Users
What if the invitation link expired?
Invitation links typically expire after 7 days. If your link expired, ask the person who invited you to send a new invitation.
Can I be in multiple organizations?
Yes! You can belong to multiple organizations and switch between them using the organization selector. This is common for consultants, agencies, or employees who work across business units.
Next Steps
Now that you've joined the organization, you're ready to:
- Explore existing projects and analyses
- Understand your role and permissions
- Set up your profile and preferences
- Start contributing to team analyses
- Create your own analyses (if permitted)
- Collaborate with your team members
Welcome to the team! Don't hesitate to explore the platform and ask questions. The best way to learn Microscope.ai is by using it.