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Caard is invitation-only. You can’t sign up on your own — a workspace admin sends you an email invitation, and the link in that email takes you through account creation and onboarding.

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Accept your invitation

  1. Open the invitation email from Caard and select the invite link.
  2. Create your account with the same email address the invitation was sent to.
  3. Complete the onboarding steps below.
If you can’t find your invitation, ask your workspace admin to resend it. Admins manage invitations under Teams.

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Onboarding as a team member

If you were invited as a regular member, onboarding takes three steps:
1

Your profile

Enter your first name, last name, and job title, and upload a profile picture. This is how teammates — and the leads you contact — see you.
2

Your organization

Confirm the organization you’re joining. The name is filled in from your workspace.
3

Preferences

Choose your currency, timezone, and language (English or Deutsch). Currency defaults to your workspace’s setting.
After onboarding you land on the dashboard and can start capturing leads right away.

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Onboarding as a workspace admin

If you’re creating a new workspace, onboarding includes two extra steps:
1

Your profile

Name, job title, profile picture, and timezone.
2

Set up your organization

Organization name and logo.
3

Choose your seats

Select how many seats your team needs.
4

Invite your team

Add team members by email and assign each a role: Admin, Member, or Sub-admin. You can also invite people later from Teams → Add members.
5

Preferences

Workspace currency, timezone, and language.
New subscriptions finish with a checkout step before the workspace opens.

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Roles at a glance

If a page or action seems missing, it’s usually a permissions question — ask your workspace admin.