Accept a Workspace invitation
A Workspace Administrator can invite you to use their Workspace’s finance data. Joining an existing Workspace does not require you to create a Workspace or start a separate subscription.
Join the Workspace
- Open the invitation link in the email from your Workspace Administrator.
- Sign in with the Microsoft or Google account linked to the invited email address. It does not need to be your primary email. There is no separate email-code step.
- Check the Workspace name, the person who invited you, your signed-in name and email, and the role shown.
- Select Accept invitation.
Opening the link alone does not join the Workspace. Your access starts when you accept.
The Member role gives normal Workspace access. Workspace Administrator also allows you to manage members and invitations. Neither role automatically gives you subscription billing authority.
Once you enter the Workspace, open Connections > MCP to connect your own assistant. Other open browser tabs keep their existing Workspace selection.
If initial Workspace setup is still in progress, open Connections > Xero to follow the first sync. You can invite teammates and manage Workspace settings while it runs; finance data queries remain unavailable until the Organisation is Ready.
If you are signed in with the wrong account
If your account has no Microsoft or Google identity linked to the invited email, the invitation stays pending. Compare the email under Signed in as with the masked invitation hint.
Select Sign in with another account and use the Microsoft or Google account linked to the invited email. Then review and accept the invitation.
If xpnAI opens Workspace setup instead of the invitation, reopen the email’s invitation link in the same browser. You do not need to set up another Workspace.
If the invitation was sent to the wrong address, ask the Workspace Administrator to revoke it and send a corrected invitation.
If the link does not work
| Message | Next step |
|---|---|
| This invitation has expired | Invitations last seven days. Ask for a new one. |
| This invitation was revoked | The invitation was withdrawn. Ask the Workspace Administrator whether you still need access. |
| This invitation was replaced | Open the newest invitation email. |
| This invitation is unavailable | Ask the Workspace Administrator to check the invitation. |
| You already have access | Select Open Workspace. Your existing role stays the same. |
If the invitation cannot be checked, select Try again. You will not join until you can review it and select Accept invitation.
Keep your invitation link private. If it has been shared accidentally, ask the Workspace Administrator to replace it.