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A Workspace invitation is valid for 7 days. It can be accepted only with the email address to which it was sent.

Join from the invitation email

1

Open the latest invitation

Open the link in the invitation email. If an admin resent the invitation, use the newest email. Resending an invitation invalidates the previous link.
2

Sign in or create an account

Use the invited email address. You can sign in to an existing Billpal account or create a new account. Sign in with Google also works if the Google account uses the same email address.
3

Complete the account setup

Existing users continue to the Workspace settings after the Workspace is added to their account. New users complete their profile and two-factor authentication first.
You do not need a separate Billpal subscription. Documents in the Workspace count toward the plan of the account that owns it.

Join from a notification

If a Billpal account already exists for the invited email address, the invitation can also appear under the notification bell. Select Accept to join the Workspace. Select Dismiss to hide the notification. Dismissing the notification does not cancel the invitation. The email link remains valid until the invitation expires or an admin cancels it.

The invitation uses another email address

Sign out, then sign in with the address shown in the invitation. A different email address cannot accept the link. If the invited address is incorrect, ask a Workspace admin to cancel the invitation and send a new one to the correct address.

The invitation expired or is unavailable

Ask a Workspace admin to send a new invitation if:
  • more than 7 days have passed,
  • an admin canceled the invitation,
  • the link was already used, or
  • a newer invitation replaced the link you opened.
Admins manage pending invitations under Settings > Workspaces > Members. The invitation menu provides actions to resend it, change the assigned role, or cancel it.

The invitation email did not arrive

  1. Check the spam or junk folder for an email from Billpal.
  2. Confirm with the admin that the email address is correct.
  3. Ask the admin to select Resend invitation under Settings > Workspaces > Members.
  4. Use the newest email. The previous link is no longer valid.

You already belong to another Workspace

A Billpal account can belong to multiple Workspaces, including Workspaces owned by different accounts. Accept the invitation with the invited email address, then use the sidebar to switch between Workspaces. See Manage Workspaces and team for roles, permissions, and member removal.