Member guideView as Markdown

Getting started

Join your organization, sign in, and set up your profile in a few minutes.

Welcome to Votare. This guide walks you through joining your organization, signing in, and getting your account ready so you can start finding your way around.

Join your organization#

You join a Votare organization one of two ways:

  • Email invitation — an admin sends an invite to your email address. Open it and follow the link to accept.
  • Invite link or code — someone shares a link (or a short code) that lets you join the organization directly.

Either way, once you accept, you become a member and your organization's workspace opens up to you.

Sign in#

Votare has no password to remember. To sign in, enter your email address and you'll receive one of the following:

  • A magic link you click to sign in, or
  • A one-time code you type in to confirm it's you.

Because sign-in is tied to your email, use the same address your invitation was sent to. If you don't see the email, check your spam folder and make sure the address is correct.

Set up your profile#

After you're in, take a minute to set up your profile in account Settings:

  1. Add your name so teammates recognize you.
  2. Upload an avatar (an optional profile picture).
  3. Choose your timezone so dates, times, and any scheduled emails line up with your day.
  4. Review your notification preferences and turn on the updates you want to receive.

You can come back and change any of these at any time. For more on the email side of things, see Notifications & preferences.

Find your way around#

Use the left sidebar to move between the different areas of your organization. What you see there isn't fixed — it depends on:

  • What your organization has turned on. Organizations enable different features, so some sections may or may not appear for you.
  • Your role. Members and admins see different options; admin-only areas won't show up for regular members.

If a teammate mentions a section you can't find, it may simply be switched off for your organization or reserved for a different role. Ask an admin if you think you're missing something you should have.

What's next#

Once you're set up, here are good places to explore:

Related#