Accept an invite
How to create your Advisor account from the email invite, with a password or through your company's SSO, and what the link states mean.
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Every Advisor account starts with an invite. A tenant administrator adds your email, and Advisor sends a single-use link to create your account.
Create the account with a password
- Open the link in the email. The Criar sua conta (Create your account) page shows "Você foi convidado para" (You were invited to) and the tenant name.
- The E-mail field is already filled in and cannot be changed.
- Fill in Nome (Name), Senha (Password) and Confirmação de senha (Confirm password).
- Select Criar conta e entrar (Create account and sign in).
Password rules
| Rule | Value |
|---|---|
| Minimum length | 10 characters |
| Maximum length | 72 bytes |
| Content | At least one letter and one number |
If the two passwords do not match, the page shows "A confirmação não confere com a senha." (The confirmation does not match the password.)
Create the account through SSO
When your email domain has SSO:
- Optional SSO: the page offers Continuar com SSO (Continue with SSO) in addition to the password.
- Mandatory SSO: the name and password fields are hidden, and the main button becomes Continuar com SSO. The account is created on your first sign-in through your company's provider.
Continuar com Google (Continue with Google) shows up when the environment offers it and the domain does not require SSO.
Link states
| What you see | Meaning | What to do |
|---|---|---|
| Criar sua conta | Valid invite | Follow the steps above. |
| Convite indisponível (Invite unavailable) | The link expired, was revoked or was already used | Request a new invite from your tenant administrator. |
| Você já tem conta (You already have an account) | The email already had an Advisor account; access to the new tenant was granted | Select Fazer login (Sign in) and use your current credentials. |
After creating your account, refer to how to sign in to Advisor.