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Accepting Your Invitation

How to accept your Dappr invitation and join a company’s account—steps for new or existing users, plus what to do if names don’t match.

Tobias avatar
Written by Tobias
Updated over 9 months ago

When a business uses Dappr, every person who needs access—whether to view an investment, manage finances, or simply sign a document—joins through an email invitation. Because Dappr powers regulated financial services, the acceptance flow is more rigorous than on a typical software platform, but most users complete it in just a few minutes. This article walks you—an invite recipient—through each possible scenario so you can get connected quickly.

How Dappr Invitations Work

  1. One invite per email. Each invitation is tied to the exact email address entered by the sender.

  2. Flexible but persistent links. Invite links stay active until an administrator revokes them, so you can come back later if you’re interrupted.

  3. Single verified identity. To meet financial-crime regulations, a Dappr user account can carry only one legal name. If that name ever differs from the name on a new invite, extra steps are required (see Scenario D).

Once you click the link in your email, the page you land on automatically detects which of four scenarios applies to you.

Scenario A — New Email, No Existing Dappr User

If the invite is sent to an email address that has never been used on Dappr, you’ll create a brand-new user account:

Step

Action

1

Choose and enter a password.

2

Click Sign up and continue.

3

Follow the on-screen prompt to enable SMS two-factor authentication (2FA).

4

You’re done—your invite is accepted, and you can move on to any role-specific onboarding that appears next.

Scenario B — Existing Account Without Previous ID Verification

Here, the email on the invite already belongs to a Dappr user profile, but that profile has never completed ID verification:

Step

Action

1

Sign in with your existing credentials.

2

Click Accept invite and continue.

3

You’re connected to the company. Any additional onboarding that applies to your role will follow.

Scenario C — Existing Account With Verified ID, Name Matches Invite

If you’ve verified your ID with Dappr before and the legal name on that verification matches the name on the new invite, the flow mirrors Scenario B:

Step

Action

1

Sign in.

2

Click Accept invite and continue.

3

Because your identity is already confirmed, Dappr skips that step automatically. You go straight to any next tasks your role requires.

Scenario D — Existing Account With Verified ID, Name Does Not Match Invite

A name mismatch is rare but important; regulations require every verified user to have a single, consistent legal name across all businesses on Dappr. When this happens, the join page displays both names and offers three paths forward:

  1. Use a different email.
    Enter another email address that is not yet tied to a Dappr user. You’ll follow the Scenario A flow and keep the two identities separate.

  2. Ask the sender to correct the invite.
    If the mismatch is just a typo, contact whoever invited you. Once they update the invite to the correct name, you’ll drop into Scenario C.

  3. Merge under your new legal name.
    If you’ve legitimately changed your name since your original verification and want all companies unified under that new name, email [email protected] or start a chat after signing in. The support team will request documentation of the legal name change and, once approved, update every company linked to your user.

Troubleshooting and Support

  • Can’t locate your invite email? Check spam and promotions folders, then ask the sender to resend.

  • Invite link says it’s been deactivated? An administrator may have revoked it; request a fresh invite.

  • Still stuck? Reach out to Dappr at [email protected] or chat with us from the web or mobile app.

Why Name Consistency Matters

Dappr provides bank-grade financial tools. Regulations that combat money-laundering and fraud require us to associate each verified account with exactly one legal identity. That’s why we block a mismatch before it can create conflicting records. While it can feel inconvenient in edge cases, this policy protects you, the companies you’re linked to, and the broader financial system.

Quick Reference

Situation at Invite Time

What You Do

Email never used on Dappr

Create a password → enable SMS 2FA → you’re in.

Email already on Dappr, no ID verified

Sign in → accept invite.

Email on Dappr, ID verified, names match

Sign in → accept invite (ID step skipped).

Email on Dappr, ID verified, names differ

Choose: different email • corrected invite • verified name-change via support.

Once your invitation is accepted, you’ll be handed off to any role-specific setup the company requires. From there, you can start collaborating, reviewing investments, or performing whatever tasks your access level permits—all under the protection of a single, securely verified Dappr identity.

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