If I already have a Cointab account, what happens when I join an invited organization?

Short Answer: Joining gives you access to the organization's reconciliations, reports, and team workspace while keeping your existing organizations and data separate.

PreRequisites

1. You are signed into your existing Cointab account or will sign in during the flow

Steps

1. Open the invitation email and click 'Accept invitation' or the verification link.
   Cointab shows the join confirmation dialog.

2. Read the join dialog that begins 'You're about to join XYZ Org' which explains access and separation of data.
   You understand that your existing organizations and data remain separate.

3. Click 'Join organization' to accept the invite for the signed-in account.
   You are granted access to the invited organization's workspace and resources.

Troubleshooting

1. I joined but the organization doesn't show up for me.
   Likely Cause: You may have accepted the invite while signed into a different Cointab account.
   Action: Sign out and sign in with the account you want to use, then have the inviter re-send the invite or try joining again from the original invite link.

Note: Exact wording from the join dialog: 'Joining {org} will give you access to their reconciliations, reports, and team workspace — while keeping your existing organizations and data separate.'