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Accepting Client Invitations

This guide explains how to find, review, accept, and decline client invitations in Atlas.

How Client Invitations Arrive​

Client invitations come from Client Pays clients, who own their Fiskl account and pay for it themselves. An invitation arrives in one of two ways:

  • A client who already uses Fiskl invites you from their own account, using your branch email
  • A client signs up using your Client Pays invitation link, then invites you from their new account, using your branch email

Invitations go to the branch whose email the client used. Each branch has its own branch email, shown in the branch selector.

When a client who already uses Fiskl invites you, you also receive a "New Client Connection Request" email. Select Review Request in the email to open the invitation in Atlas.

What Your Client Does​

If a client who already uses Fiskl wants to invite you, share these steps with them:

  1. Sign in to Fiskl at app.fiskl.com
  2. Select the three dots at the bottom of the left menu, then select External Access > Invite Accountant
  3. Enter your Atlas branch email and send the invitation

If your client invites an email address that isn't linked to Atlas, they can send you an automated email with instructions to create your Atlas account. Once your account is set up, the invitation appears in Atlas automatically.

Finding Pending Invitations​

Select Client Invitations in the left menu, under Client Management. A badge next to it shows how many invitations are waiting.

Invitations are sorted into three tabs, each with a count:

  • Pending — Invitations waiting for you to respond
  • Expired — Invitations that ran out before anyone responded
  • Processed — Invitations you have already accepted or declined

Each invitation shows:

ColumnWhat it shows
ClientThe client's company name
Invited ByThe person who sent the invitation
Sent ToThe branch email the invitation was sent to
Access LevelThe access level you will get on the client's account, such as Full Admin
ExpiresHow long is left before the invitation expires
StatusWhere the invitation is, such as Pending

Use the search icon to find an invitation, and the refresh icon to check for new ones.

Reviewing an Invitation​

On the Pending tab, select Review next to an invitation to open it. The invitation shows:

  • The client's company name
  • Who invited you
  • The access level you will get, such as Full Admin
  • The date the invitation expires

Accepting an Invitation​

  1. Open the invitation with Review
  2. Select Accept invitation

After you accept:

  • The client appears in your branch's client list straight away
  • You get the access level shown on the invitation. You can change this later on the client page.
  • The client continues to pay their own subscription

Before Atlas can read the client's books, open their account once by selecting Access Fiskl next to the client in your client list. See The Client List and Client Page.

Declining an Invitation​

  1. Open the invitation with Review
  2. Select Decline

The invitation moves to the Processed tab, and no connection is made.

tip

Respond to invitations within 48 hours, even if you're declining them. A quick reply helps your client move forward.

Common Issues​

An invitation isn't appearing in Atlas

Select the refresh icon on Client Invitations and check the Pending tab again. Make sure you are looking at the right branch, because invitations go to the branch whose email the client used. If it still isn't there, ask your client to check they sent it to the correct branch email.

My client invited an email address that isn't my branch email

If you don't have an Atlas account yet, follow the link and instructions in the automated email to create one. The invitation then appears under Client Invitations automatically.

If you already use Atlas with a different email address, reply to the email with your branch email so your client can send the invitation there.

An invitation expired before I responded

Expired invitations move to the Expired tab and can't be accepted. Ask your client to send the invitation again from their Fiskl account.

I declined the wrong invitation

A declined invitation can't be restored. Contact your client, explain what happened, and ask them to send the invitation again.