Registration with an Invite Link
If you’re joining an agency that’s already on SalesControl, you don’t create an account from scratch: you register through your agency’s invite link. That way your account is linked to the right agency straight away.
Where the link comes from
The invite link is generated by the Admin from the Team › Users page, with the “Copy invite link” button. It looks something like this:
my.salescontrol.app/?tenant=SLUG&action=signup
where SLUG is your agency’s identifier. The Admin sends it to you (email, chat, etc.): all you have to do is open it.
Don’t register from the agency sign-up page (that one creates a new agency). To join an existing team use only the invite link the Admin gave you.
Registering step by step
The link takes you to the registration screen, already associated with your agency.
Name, email and password. The password must have at least 8 characters, with one uppercase letter, one lowercase letter and one number.
After you submit the form we send a confirmation email to the address you entered. Check your inbox, including the spam folder.
Click the link in the email: it takes you back into the app already signed in, on your agency’s waiting-for-approval screen. It works even if you open the link in another tab or on a different device from the one you registered with. The link lasts 24 hours: if it has expired, see below how to have a new one sent.
Until the Admin approves your account, you can’t enter the app yet. The Admin sees you among the pending users in Team › Users from the moment you register, even before you confirm your email. As soon as they approve you, you’ll be able to log in normally.
After registering you are “pending approval”: that’s normal. It’s not an error and there’s no need to register again. If the wait drags on, remind the Admin to approve you from Team › Users.
Expired confirmation link or unconfirmed email
Confirmation links last 24 hours. If you click an expired or no-longer-valid link, you land on the login page with a banner that explains it (“This confirmation link has expired. Links last 24 hours: request a new one below and check your inbox.”) and the Resend confirmation email button. Click it and you’ll get a new message: “We’ve resent the confirmation email. Check your inbox, including spam.”
The same button also appears if you try to log in before confirming your email: the login is rejected with the message “You need to confirm your email first. Check your inbox (and spam), or have the message resent below.”
What happens after approval
Once approved, you log in with your email and password. Your roles and permissions (what you see and what you can do) are assigned by the Admin in the Team page: see First Login and Approval.