When a company invites you as an advisory partner, you get an email with a personal invitation link. Accepting it adds that company to your partner workspace — one login, many clients — with full access to their Pulse data: every pillar, every period, from before you joined.

**💡 Tip — Use the email the invitation was sent to**
The invitation is tied to the email address it was sent to. Sign in with that address — if you already have a Pulse partner account on it, the company simply appears alongside your other clients.

## Quick reference

| Step | Action |
|------|--------|
| 1 | Open the invitation link from your email |
| 2 | Sign in (or create your account) with that email |
| 3 | Click Accept invitation |
| 4 | Find the company in your Client List |

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## Step 1: Open the invitation

In your inbox, open the email "…invited you as an advisory partner" and click **Accept invitation**. The page that opens tells you who invited you, which company it is, exactly what you'll see ("all pillars, all history — and nothing else"), the email it was sent to, and how long the invitation is valid.

![The invitation page opened from the email link](https://brandassets.lucidusfortis.com/help/partner-accept-invitation/step-1-invitation-email-page.png)

**⚠️ Warning — Invitations expire after 7 days**
If the link has expired by the time you open it, ask the company to resend it. Nothing is lost — a resend takes seconds.

## Step 2: Sign in with that email

Click **Sign in or create your account**. If you're new to Pulse, you'll set up your account right there — no separate signup needed. If you already have a partner account on that email, just sign in as usual.

Already signed in but on a different account? The page will tell you, and you can switch. The invitation can only be accepted by the email it was sent to.

## Step 3: Accept the invitation

If you were already signed in as a partner, you don't even need the email: a banner appears at the top of your partner home saying who invited you, with an **Accept invitation** button. Click it — the company is added instantly.

You'll see: the banner disappears and the company appears in your **Assigned Clients** list, ready to review.

![Accepting from the banner on the partner home](https://brandassets.lucidusfortis.com/help/partner-accept-invitation/step-2-invitation-banner.png)

## Step 4: Start advising

The company now sits in your Client List like any other client — open it to review submissions, compute scores, and publish advisory analysis. You see its full history, including periods from before you were invited.

![The company appearing in the Client List after accepting](https://brandassets.lucidusfortis.com/help/partner-accept-invitation/step-3-after-accepting.png)

**📝 Note — What the company can see about you**
The company is told when you accept, and it can end your access to its data at any time. That only removes the company from your workspace — your account and anything you wrote for them stay with you.