Onboarding and invitations

After verifying your email, you must create your first profile or accept an invitation. Later, you can add other Professional or Company environments without leaving existing ones.

Availability: authenticated people with a verified email; initial onboarding appears without profiles, and new invitations exist only in ReportArea Company. Level: Basic.

What it is for

It sets up your first workspace or adds a person to an existing team with the role selected by an administrator.

Before you start

Decide whether you will work independently, create a team, or join an organization that invited you. If you already have profiles, use New profile for another environment or open the relevant invitation.

Create an organization

1. In Onboarding, choose ReportArea Professional or ReportArea Company.
2. Enter the organization name.
3. Select language, time zone, and a three-letter base currency. For the time zone, type a city or region and choose a valid match from the list.
4. Confirm to create the workspace.

The creator becomes the owner. ReportArea prepares initial roles and catalogs, including report types, urgency levels, suspension reasons, and a general warehouse.

Choose Professional if you will manage your own jobs directly. Choose Company if you need members, roles, lines, groups, assignments, or organization collaboration. The owner can request a mode change later, subject to the conditions shown by ReportArea.

Accept an invitation

1. Open the link in the invitation email.
2. If you do not have an account, register with that same email and verify it.
3. Sign in with the invited email.
4. Review the organization name and proposed role.
5. Choose Accept invitation.

The invitation lasts 7 days. It must still be pending and not revoked, and it must exactly match the account's verified email. After acceptance, the organization is added and selected as a profile; the previous primary profile stays unchanged.

The invitation email uses the inviting organization's configured language and retains ReportArea's visual identity.

Send invitations

In ReportArea Company, an administrator can invite from Settings by selecting an email and active role. The Owner role cannot be granted through an invitation; ownership is transferred from the profile. Sending another pending invitation to the same email for the same organization invalidates the previous one.

An administrator can revoke an invitation that has not been accepted. The invited person can view My invitations, but accepting still requires the complete link received by email.

Rules and effects

• Professional does not support members or invitations.
• You cannot duplicate an active membership inside the same organization.
• The organization must remain active and in Company mode.
• The proposed role must still be active at acceptance time.
• An expired, revoked, previously used by someone else, or altered link does not grant access.
• Your role determines menus and actions; accepting does not grant permissions beyond that role.

Required and optional

Organization creation: mode, name, language, time zone, and currency are required. Invitation: email and role are required; acceptance is always the invited person's choice.

Example

A company invites Ana as a Technician. Ana opens the email, creates and verifies an account with that same address, and accepts. She now sees the organization and Technician features, but not settings reserved for administrators.

Limits and privacy

The link contains a private credential. Do not forward it. Accepting adds a profile and neither reveals, replaces, nor changes your relationships with other organizations.