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Accepting Your Invitation

Step-by-step guide to activating your TakeSheet account from your invitation email.

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Written by John James

When your administrator creates your account, you'll receive an email invitation from TakeSheet. Here's how to activate it and get into the platform for the first time.

Step 1 — Open your invitation email

Look for an email from TakeSheet in your inbox. If you can't find it, check your spam or junk folder. If it's still not there, contact your administrator and ask them to resend it.

Step 2 — Click the activation link

Inside the email you'll find an activation link. Click it to be taken to the TakeSheet platform to begin setting up your account.

Step 3 — Confirm your details

You'll be asked to confirm your name and mobile number before proceeding. Check that these are correct — if anything looks wrong, contact your administrator to update your details before continuing.

Step 4 — Set your password

Once your details are confirmed, you'll be prompted to set your password. We recommend choosing a strong password that's unique to your TakeSheet account and not used anywhere else.

Step 5 — Log in

Once your password is set, you'll be taken directly into TakeSheet. Your administrator will have already configured your role and venue access, so you'll land in the right place from the start.

Note: Invitation links expire after 24 hours for security purposes. If yours has expired, contact your administrator and ask them to resend the invitation — the process takes just a moment on their end.

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