Introduction to Organizational Invitations:
When an organization adds you as an associate, FileTrac Evolve emails you an invitation. You must accept the invitation before you can see that organization's claims, dashboards, and tools.
This article walks you through how to find your pending invitations, accept or decline them, and what happens after you accept.
Where to find your invitations
Sign in to FileTrac Evolve.
In the top-right of the dashboard, click your profile icon.
From the dropdown, select Organization Invitations.
You will see a list of every pending invitation, plus the inviting organization's name and the date sent.
How to accept an invitation
Open Organization Invitations (steps above).
Find the invitation you want to accept.
Click Accept.
Confirm the action in the prompt.
Once accepted, the organization is added to your active workspaces. You will be able to switch into it from the organization picker.
How to decline an invitation
Open Organization Invitations.
Find the invitation you want to decline.
Click Decline.
Confirm the action in the prompt.
Declining is permanent — the invitation cannot be re-accepted. The organization must send you a new invitation if you change your mind.
What happens after you accept
The organization shows up in your Organization Picker at the top of the dashboard.
Your assigned roles and permissions for that organization are applied automatically.
You can switch between organizations at any time without signing out.
Need more help?
If you cannot accept an invitation or your invitation is missing, contact your organization's administrator or reach out to FileTrac support.