Joining a workspace from an invitation

If someone at your company set up Scout before you, you join by accepting an invitation rather than creating a workspace. The invited first run is shorter than the Owner's — three steps instead of five — because the teams and the workspace already exist.

Step 1: Accept the invitation

1. Open the invitation email. It names the workspace you are being invited to and the role you have been given, and it may carry a short message from whoever invited you.
2. Choose the button to accept. It opens Scout in your browser.
3. Create your account with the email address the invitation was sent to, or sign in if you already have a Scout account on that address.
4. Confirm the verification message Scout sends. Scout only treats a verified address as a valid recipient for your morning brief.

Use the invited address. An invitation is issued to one address, and accepting on a different one will not find it. If your invitation has expired, ask the person who sent it to resend — Owners and Admins can reissue an invitation from Settings → Workspace → People & roles without starting over.

Step 2: Fill in your own details

Whoever invited you supplied your email address, your role, and your team, and nothing else. Your name, your job title, and your time zone are yours to enter.

1. Enter your display Name — how you appear to teammates on items you claim.
2. Enter your Title if you want it shown.
3. Set your Timezone. It controls when your morning brief lands and how dates read to you.

All three live in Settings → Your account → Profile afterwards, along with your avatar. See Your profile.

Step 3: The three-step walkthrough

A welcome screen, then three short introductions that play on their own with no clicking, then a finish screen.

• Connections — what connecting a source looks like, and that access is read-only.
• Inbox — how items are grouped by when they are due, and what claiming one does.
• Map & Found — how Scout links your accounts together, and how it tallies what it helped collect, protect, or avoid spending.

These use example data, not your company's. You can leave the walkthrough and come back to the product at any time.

Step 4: Connect your mailbox

This is the one thing worth doing on your first day. Your workspace may already read a shared address, but your own mail is where most of your own follow-ups live.

1. Open Connections from the top navigation.
2. Find your mail provider's card and start the connect flow.
3. Grant read-only access at your provider's own consent screen. Scout reads messages, participants, threads, and attachment details; it cannot send, reply, delete, or file anything.
4. Wait. Scout reads history in the background and points start appearing within the first few hours rather than instantly.

Full instructions are in Connecting Gmail and Connecting Microsoft 365 / Outlook.

What Scout learns from your personal mailbox starts private to you. If something in it turns out to matter to a teammate, Scout does not simply hand it over — it asks an Owner or Admin to approve sharing it, and records the decision. See Personal mail, privacy, and the Visibility Review.

Where you land

You land in the Inbox, scoped to your own work. What you see is the slice of the workspace your role and your teams allow: items assigned to you, items you claimed, items you follow, and the unclaimed queue of the teams you belong to. A teammate's claimed work in another team is not yours to see, and that is by design rather than by accident.

Good to know

• Your role decides what you can do, not how much you can see. A Viewer sees the same work a Member in the same teams sees, and simply cannot change it.
• Your morning brief starts on the workspace's default schedule — weekdays at 6:30 in the workspace time zone — until you change it under Settings → Workspace → Notifications. See The morning brief.
• You may hold seats in more than one workspace on the same email address. Switch between them from the workspace switcher in your profile menu.
• Nobody at your company can read your personal mail through Scout. Approving a visibility review shares Scout's conclusion and the minimum excerpt needed to act — never the message body or attachments.