How to Accept a Team Member Invitation

Welcome to the team! If you have received an email invitation to join a Switchboard account, you are a few clicks away from collaborating on your organization's broadcasts. Accepting this invitation lets you securely access the shared workflow and manage streams without setting up a new subscription.

Last updated 2 months ago

What can Team Members of a Switchboard Account do?

✅ Team Members ARE able to:

  • Add Destinations

  • Create Groups

  • Schedule Events

  • Use ParnterShare

  • Go Live

Team Members will NOT be able to

  • Change the Stream Key in the Encoder workflow.

  • Invite other team members.

Topics Covered

  • Steps to join the team.

  • Switch between accounts.

  • Troubleshoot.

Follow the steps below to verify your identity, set your password, and log in to the team dashboard.


Step 1: Open Email Invite

Open the email invitation from Switchboard Live.

  • Search your inbox for the subject line: Switchboard Live | Create Account

The body of the email should display the following:

  • Sender ( the person or organization inviting you)

  • The Sender’s Email address.

  • Sender’s Company name.

Click Reset Password.

A new window will open.

Step 2: Request Password Reset

  • Type in your email address.
    Note: Please enter the email address that received the invitation.

  • Click Send Password Reset Email.

  • A password reset email will be sent to your email.

Step 3: Open the Password Reset Email

Open the Password reset email.

Click reset password. A new window will open.

Step 4: Reset Password

  • Enter your email address.

  • Enter the New password.

  • Confirm New password

  • Click Reset Password.

Congratulations! Now you are part of the Team!


Now that you are logged into Switchboard

Click on the upper right to see account details.

A drop-down menu will display the following:

  • Name of your Account.

  • List of accounts you have access to.

  • Subscription plans for each account.

IMPORTANT NOTE: Please ensure you are working in the correct Switchboard Account before making any changes to the Workflow or Going Live.

Please take a look at our Starting Guide to teach you how to use Switchboard.

Troubleshoot:

If you don’t see an email from Switchboard live, please check your junk mail or spam folder.

For the invitation email

Look for this subject line:

Switchboard Live | Create Account

If you still don't see the email in your inbox, ask the account owner to remove you and send a new invitation.


For the Password Reset Email

Look for this subject line:

Switchboard Live | Password Reset Request