Coinshift
Visit our websiteTwitterDiscord
Business
Business
  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • 👁️‍🗨️Overview
    • 🧱Unified Dashboard
  • Primer & Peaks
    • 👉First Steps
    • 🌟Popular Features
  • Getting Started
    • 🛗Setting up a New Organisation
      • 🤳Request Access
      • 🎫Sign Up
      • 🏢Create a New Organisation
        • 💻Create Organisation from Coinshift Dashboard
        • 🔁Switch Organisations
      • 🗳️Add Accounts (Safes, Wallets, etc.)
        • 💸Add Existing Safes
        • 🗃️Create a New Safe
          • 💰Transfer Assets To Your Safe
    • 🤝Joining an Existing Organisation
    • 💻Logging In
    • 🔔Setup Notifications
      • ⚒️Connect Slack for an Org
      • 🛠️Connect Discord for an Org
      • 🧩Connect Slack for an Account
      • 🤖Connect Discord for an Account
      • 📩Viewing Notifications in Slack and Discord
      • ⏸️Change Account Preferences: Disconnect Notifications
      • 🔏Discord: Adding Coinshift Roles & Bot to private channels
      • ☑️Discord: Check Your Permissions
      • 👾Add Members to Discord Server & Channel
  • How-To Guides
    • 📋How to Add Accounts
    • 👥How to Add Members
    • ❄️How to make a Mass Payout
    • 📱How to interact with DeFi Apps
  • Coinshift Walkthrough
    • 📽️Overview
    • 🚻Users
    • 💹Portfolio Management
      • 💵Token Portfolio Tracking (ERC-20)
        • 🪙Add Additional Tokens
      • 🤖NFT Portfolio Tracking
    • 📈Reporting
      • 🎯Portfolio History
      • 📊Cash Flow Tracker
    • 📱Coinshift Apps
      • AAVE
      • CoW Swap
      • Hedgey
      • 1inch
      • LI.FI
      • ParaSwap
      • Request Finance
      • Superfluid
        • ⏲️Stream Payout
      • Transaction Builder
    • 🗳️Account Management
      • 🚮Remove Account
      • 🆕Add Signers
      • ✂️Remove Signers
      • 🔁Swap Signers
      • 💫Change Safe Name
      • 🎚️Change Threshold
      • ℹ️Adding a Safe as a Non-Signer
      • 🛄Filter A Safe
    • 🎛️Transaction Management
      • ☄️Proposals
        • 📬Proposal Management
        • 🔰Active And Discarded Proposals
      • 🪜Queue
      • 🔎History
      • 🛄Filter Transactions
      • ⏬Export Transactions
      • 🆕Add Labels and Notes
      • ❎On-chain Transaction Rejection
    • 📤Fund Management
      • ❄️Mass Payout
        • 🪙Mass Payout in a Single Token
        • ✨Mass Payout (Multiple Tokens)
        • ⏫Mass Payout via CSV Upload
        • 📑Duplicating Transactions
      • 🔁Recurring Payout
    • 📜Contact Management
      • 🆕Add Contact
      • ✏️Edit Contact
      • 🚮Remove Contact
      • 📝Bulk Import Contact
    • 🏷️Label Management
      • 🆕Add Label
      • ✏️Edit Label
      • 🚮Archive/ Unarchive Label
    • 👤Member Management
      • 🆕Add Member
      • 🚮Deactivate Member
      • 🔎Filter & Search Members
    • 📱Supported Wallets
      • 🔐Hardware Wallet Support
        • ☑️Prerequisite
    • ⚙️Settings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • 🔔FAQ: Notifications
    • 🚀FAQ: Transactions & Operations
    • 📱FAQ: Coinshift Apps
    • 🔐FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
    • 📖Glossary
    • 🧾Blog
    • 🌈Support and Community
Powered by GitBook
On this page
  • Step 1: Connect your wallet and Sign Up for Coinshift app
  • Step 2: Accept or decline organisation invitation
  • Step 3: Access the organisation dashboard
  1. Getting Started

Joining an Existing Organisation

How to join an existing organisation with an invitation.

PreviousTransfer Assets To Your SafeNextLogging In

Last updated 11 months ago

Safe Signers have the ability to invite other users (either as a Signer or Member) to join their organisation. If you have received an invitation to join an existing organisation, you will need to for the app to accept the invitation. Alternatively, you can decline the invitation if you do not wish to join the organisation.

Make sure to use the same Metamask address to sign up for the Coinshift app that the Main Signers used when creating the Safe.

If the application still directs you to the page, there could be two possibilities:

  • Incorrect wallet address

  • Invitation not sent

Verify your wallet address with your team members. If the wallet address is correct, it's possible that you have not been invited to join the organisation. In this case, ask them to invite you as Signer or Member (whichever is suitable for your role). Refer to our guide for instructions on how to and to your organisation.

The process for joining an existing organisation is the same for both Signers and Members. Invited people can refer to these same steps to Sign up and accept the invitation.

Follow the below steps to join an existing organisation and make the most of your Coinshift experience.

Step 1: Connect your wallet and Sign Up for Coinshift app

Fill in the following details:

  • Name

  • Email (optional)

  • Job Title (optional)

confirm the process by clicking on the Sign Up button.

Step 2: Accept or decline organisation invitation

After completing the sign-up process, you can see the invitation to join the organisation, along with a reject button.

Press the Accept button if you wish to join the organisation or press Reject to decline the offer.

Step 3: Access the organisation dashboard

Upon acceptance, you will be redirected to the organisation dashboard.

Check the Members section to see your organisation grow as new Signers or Members are added to the list!

Connect your wallet with the app. Once your wallet is connected, you may see a message on your screen directing you to for the application.

🤝
Coinshift
Sign Up
Sign Up
Coinshift
Request Access
invite Signers
Members