---
title: "Joining a Team Account via Invitation"
url: "https://learn.smilecloud.com/en/article/joining-a-team-account-via-invitation"
language: "en"
last_updated: "2025-08-18T13:48:31.924Z"
---

# Joining a Team Account via Invitation

Become a Member

When a Business account owner invites you to join their account, you’ll receive an email with a secure link. Follow the steps below to set up your access:

## Step 1: Open the Invitation Link

Click the link you received via email. This will redirect you to the setup page.

![](https://cdn-assets.productfruits.com/ab35ad13-6b12-4cfc-937f-a9d8f216d20b)

## Step 2: Create Your Account

-   Enter the **same email address** where you received the invitation.
-   Set a **password**.
-   Click **Create Account**.

![](https://cdn-assets.productfruits.com/e741a9d9-313b-4376-923e-7d792b6e531d)

## Step 3: Confirm Your Email

Check your inbox and click on the confirmation link to activate your account.

![](https://cdn-assets.productfruits.com/d3a9b2f5-2f94-4c00-abdb-51db3d6d6ad2)

## Step 4: Accept Consents

Review and accept the required terms and consents to proceed.

![](https://cdn-assets.productfruits.com/af9a4be5-c130-48ba-aa9c-4a7b4866cf02)

## Step 5: Add Your Name

Enter your full name and click **Save**.  
Your profile is now complete, and you’ve joined the team account.

![](https://cdn-assets.productfruits.com/dccdda66-37dd-4249-a28b-7ec4f8d18409)

## Permissions

Your access depends on the permissions set by the account administrator:

**All Cases Access**:  
You can view and join any case created within the account, without needing an invitation.

**Limited Access**:  
You can only see and work on:

-   Cases you create yourself.
-   Cases your colleagues invite you to join.

⚠️ Note: As a member, you **cannot access subscription or billing information**, and you **cannot delete cases**.

## FAQ

### I already have my own personal account. Will this affect my status as a team member?

No. Your personal account is a separate workspace where only you have access. You can keep using it independently while also being a member of another clinic account.

## Real-Life Example

Imagine two scenarios:

**Personal Workspace**:  
You own an office where you treat your own patients. You create and manage those cases in your **personal Smilecloud workspace**. You are the sole owner of that data, and pay for your own subscription.

**Clinic Workspace**:  
You also collaborate in a larger clinic where you perform specific treatments. The clinic owner adds you as a **team member**, so you can access and contribute to cases owned by the clinic.

👉 Each workspace is separate.

When creating a new case, simply select the **case owner** from the dropdown (either your personal workspace or the clinic).

![](https://cdn-assets.productfruits.com/20f6c9b3-78a5-43fe-9b01-a2f21f5d782d)