Join an organization

Joining an Operately organization allows you to collaborate with your team, track shared goals, and manage projects together. You’ll typically join an organization after being invited by an administrator.

How joining works#

The process depends on whether you already have an Operately account:

If you received an invitation link (for new users)#

If you don’t have an Operately account yet, an administrator will likely send you a unique invitation link:

1. Click on the invitation link you received (it’s valid for 24 hours).
2. This will take you to the Operately sign-up page.
3. Follow the steps to create a new account.
4. Once your account is created, you’ll be automatically added to the organization that invited you.
5. You’ll land on the organization’s home page.

If you already have an Operately account#

If you already use Operately (perhaps with another organization), an administrator can invite you using your existing account email:

1. You’ll receive an email notification confirming you’ve been added to the new organization.
2. You are automatically added – there’s usually no separate acceptance step required.
3. The next time you log in, or by using the “Switch Company” feature, you’ll be able to access the new organization.

Accessing the new organization#

Once you’ve joined:

• You’ll see the organization’s spaces, goals, projects, and team members based on your access level.
• If you’re a member of more than one organization, you can access the new organization by selecting it from the Lobby screen after clicking “Switch Company” in the company menu dropdown.

If you were expecting an invitation but haven’t received it, please contact the administrator who invited you.