Your first invitation email
Get started with Industrix when you are invited as a user or assigned as an organization owner.
Your invitation email is the starting point for accessing an organization in Industrix. What you do next depends on whether you already have an account password.
If you are invited as a user
Look for an email with the subject You have been invited to join [organization name]. Check that it names the organization you expect to join, then follow the button in the email:
| Button in your email | What to do |
|---|---|
| Set your password | Create your password using the steps below, then sign in with the email address that received the invitation. |
| Open dashboard | Sign in with your existing account email address and password. You do not need to create another password for this organization. |
Your organization controls which features you can use. After signing in, follow Understand your access if you need help with roles, licenses, or permissions.
If you are assigned as an organization owner
You may receive two emails: an invitation to join the organization and a separate email with the subject You are now the owner of [organization name].
- If the invitation has a Set your password button, complete password setup first.
- Select Open dashboard in the owner email, or open the sign-in page.
- Sign in with the email address that received the emails. Use your new password, or your existing password if you already had one.
- If you are asked to choose an organization, select the organization named in the owner email.
The owner email tells you about your role; its Open dashboard button takes you to sign-in and platform selection. It does not set your password. After you can sign in, follow the Organization setup checklist.
Set your first password
- Select Set your password in the invitation email. The link opens the Update your password page, which is also used to set a first password.
- Enter a password in New Password, then enter the same password in Confirm New Password. Use at least eight characters.
- Select Update password.
- Sign in with the email address that received the invitation and the password you just created.
For the next steps, follow Sign in and choose an organization.
If the email or link does not work
- The email has not arrived: Check your spam or junk folder and confirm with the person who invited you that they used the correct email address.
- The setup link is invalid or expired: Open the password reset page and request a fresh link using the invited email address. You can also select Request a new link if that option appears. Follow Reset your password.
- You forgot your existing password: Follow Reset your password, then return to sign-in.
- The organization is missing after sign-in: Ask an administrator for that organization, or the person who arranged your owner assignment, to check your membership and email address.