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Account Activation & First Login

Understanding the Pending Connection Status

Yoni Arava avatar
Written by Yoni Arava
Updated over 10 months ago

After completing your initial account setup, you'll encounter a validation period:

  • Pending Connections Page: Instead of immediately seeing the billing dashboard, you'll see a "Pending Connections" screen

  • Validation Period: This indicates your account is awaiting validation by the organization that invited you

  • Status Indicator: The page will clearly show which organization(s) your account is pending connection with

Organization Validation Process

Before you gain full access, the organization must:

  • Review your submitted profile information

  • Assign you a vendor classification

  • Activate your account in their system

Post-Validation Access

Once the organization approves your connection:

  • On your next login, you'll be directed to the billing dashboard

  • You'll have full access to view and manage invoices for that organization

Multiple Organization Connections

If you've been invited by multiple organizations:

  • Each organization must independently validate your connection

  • Organizations may be added to your dashboard at different times as they approve your connection

  • You can begin using the system with the first approved organization while waiting for others

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