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Accept a Workspace Invitation in Housing Market Insights

Tutorial 7 of 30

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When a colleague invites you to their brokerage workspace in Housing Market Insights, you get an email with an Accept invitation button. This tutorial shows that email and what the button opens: the invitation page, where you sign in first and then press Accept invitation. Insights confirms that your brokerage role is now active and takes you to the brokerage workspace in Settings, where the member list shows you with the role you were invited as. If you do not have an account yet, the same page offers Create an account. You do not need Pro to accept: Pro is needed only to invite colleagues. Your own drafts, guides and leads stay private.

In this tutorial you will learn

  • What the invitation email says and when it expires
  • How the invitation page asks you to sign in
  • How to accept, and what "active" means
  • Where to find the workspace and your role afterwards

Follow along: the steps

  1. A colleague invites you to a brokerage workspace: you receive this email.
  2. It names the workspace and your role. The invitation lasts 14 days.
  3. Click Accept invitation.
  4. The invitation opens in Insights. You sign in first.
  5. No account yet? Create an account on the same page.
  6. Click Sign in to accept.
  7. Enter your email address.
  8. Enter your password.
  9. Click Sign in.
  10. Back on the invitation, you are signed in.
  11. Click Accept invitation.
  12. Your brokerage role is now active.
  13. Click Open brokerage workspace.
  14. The workspace is in Settings.
  15. You are listed with your role, active.
  16. The workspace never exposes your private drafts, guides or leads.