This page helps new team members quickly join an existing Foundation Roster team so they can start working right away. By following these steps, staff gain secure access to manage Leads and Students based on their assigned role, which helps the business stay organized, protect sensitive data, and ensure the right people have access to the right tools from day one. To learn more about assigned roles, see Add Staff Users to Your Foundation Roster Team.
Video Step-By-Step #
In this video, you’ll learn how to join an existing Foundation Roster team after you’ve been invited by your Site Administrator.
Written Step-by-Step #
The following paragraphs provide step-by-step instructions for joining an existing Foundation Roster team.
Step 1: Watch for the Invitation Email #
Your Site Administrator will send you an email invitation to join their Foundation Roster site. When you receive the email, click the Join Now button.
Step 2: Find Your Invitation #
Foundation Roster will open in your web browser and take you to the Join by Invitation page.
- Confirm that your Roster Code is correct
- Confirm that your email address is correct
- Click Find Invitation
Step 3: Create Your Account #
Once your invitation is found, you’ll be asked to:
- Enter your name
- Create a password
When you’re ready, click Let’s Get Started.
Step 4: Log In #
Foundation Roster will create your account and link it to your Site Administrator’s team.
When setup is complete, you’ll be taken back to the login screen.
- Enter your email and password
- Click Log In
You’re now part of the Foundation Roster team and can begin managing Leads and Students based on your account role.
