> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caard.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Joining your workspace

> Accept your invitation and complete onboarding.

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.

## 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.

<Note>
  If you can't find your invitation, ask your workspace admin to resend it. Admins manage invitations under **Teams**.
</Note>

## Onboarding as a team member

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Your organization">
    Confirm the organization you're joining. The name is filled in from your workspace.
  </Step>

  <Step title="Preferences">
    Choose your currency, timezone, and language (English or Deutsch). Currency defaults to your workspace's setting.
  </Step>
</Steps>

After onboarding you land on the dashboard and can start capturing leads right away.

## Onboarding as a workspace admin

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

<Steps>
  <Step title="Your profile">
    Name, job title, profile picture, and timezone.
  </Step>

  <Step title="Set up your organization">
    Organization name and logo.
  </Step>

  <Step title="Choose your seats">
    Select how many seats your team needs.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Preferences">
    Workspace currency, timezone, and language.
  </Step>
</Steps>

New subscriptions finish with a checkout step before the workspace opens.

## Roles at a glance

| Role      | What it means                                                                           |
| --------- | --------------------------------------------------------------------------------------- |
| Admin     | Full access: workspace settings, team management, integrations, billing                 |
| Sub-admin | A configurable role — admins choose exactly which permissions it includes               |
| Member    | Capture and manage your own leads; access to shared leads depends on workspace settings |

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