Use the invitation link sent to the same email address that your Administrator invited.
IF YOU ARE NEW TO CLERKDIRECT
1. Open the invitation email and select the invitation link.
2. Enter your first and last name.
3. Review the optional Job Title supplied with your invitation. Edit it if needed.
4. Create a password.
5. Select Continue to join the workspace.
IF YOU ALREADY HAVE A CLERKDIRECT ACCOUNT
Open the invitation link and sign in. ClerkDirect will add your account to the organization that invited you.
AFTER YOU JOIN
ClerkDirect takes you to the Meetings page for your new workspace.
Your Job Title is visible to members of your current organization. It is descriptive profile information and does not change your workspace permissions.
UPDATE YOUR JOB TITLE LATER
1. Open the account menu and choose Settings.
2. Under Account settings, select Profile.
3. Update your name, profile photo, or Job Title.
4. Save your changes.
TROUBLE ACCEPTING AN INVITATION
• Use the same email address that received the invitation.
• Ask an Administrator to check whether your invitation still appears under Pending invites.
• If the invitation was revoked or expired, ask an Administrator to send a new one.
• If you are signed in to a different account, sign out and use the invited email address.