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Getting Started with GetAccept Automation
Getting Started with GetAccept Automation

Learn how to sign up, log in, and navigate to your workspace in GetAccept Automation following your invitation.

Updated over a week ago

Introduction

GetAccept Automation is a powerful iPaaS service that connects you to over 500+ community connectors. To access the GetAccept Automation platform, you need a subscription and an invitation. Contact our sales department to learn more.

This article will guide you through the process of signing up for GetAccept Automation following an invitation and navigating to your designated workspace. Note that you can only sign up if you’ve received an invitation from GetAccept.

Step 1: Accepting the Invitation

  1. Receive Your Invitation: Once you’ve been designated to handle app connections within GetAccept Automation, you’ll receive an email invitation. This email will include a link to create your account and access your assigned workspace. Whether you're tasked with setting up integrations or managing connections, this invitation is your starting point for using the platform.

  2. Create Your Account: Click on the link in the invitation email. You’ll be redirected to a sign-up page where you can set up your account by entering your name, and email address, and creating a password.

  3. Confirm Your Email: After entering your details, you may be prompted to confirm your email address. Check your inbox for a confirmation email, and click the link provided to verify your email.

Step 2: Logging In

  1. Access the Platform: Once your account is created, log in to GetAccept Automation using your email and password.

  2. First-Time Login: On your first login, you’ll be directed to the default workspace, usually titled “My Workspace.” This is your personal workspace within the platform.

Step 3: Navigating to Your Assigned Workspace

  1. Accessing the Workspace Selector: To find the workspace assigned to your organization, look for the profile icon or image in the top left corner of the platform. Clicking on this will bring up a menu with an option to switch workspaces.

  2. Selecting Your Workspace: In the dropdown list, you’ll see the name of your organization’s workspace. Select it to switch from “My Workspace” to the workspace assigned by your organization. This is where you’ll perform your main tasks and see the integrations and automation workflows set up for your company.

Step 4: Exploring Your Workspace

Navigating the Dashboard:
Once you’re in your organization’s workspace, your main focus will be on the Connections project folder. This folder contains all the connections you need to set up and manage as part of your role. Instead of customizing dashboards or managing workflows, your primary task will be to ensure that the connections within this folder are correctly configured and maintained.

Assets and Connections:
In addition to the Connections folder, you'll also see a section labeled Assets and Connections. This area provides an overview of all the available connections and resources. Your role will primarily involve working with these connections, so familiarize yourself with this section to efficiently manage your assigned tasks.

Troubleshooting and Support

  • Can't Find the Invitation?: If you haven’t received the invitation email, check your spam or junk folder. If it’s still missing, contact your Customer Success Manager for assistance.

  • Issues Accessing the Workspace?: If you’re having trouble finding or accessing your organization’s workspace, ensure you’ve switched from “My Workspace” to the correct one as described above. If the problem persists, reach out to GetAccept support.

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