Linking your Google or Microsoft account with Jetpack Workflow has two main benefits:

This is a easy process that can be completed in just a few steps.

Prerequisite: The Google or Microsoft email address must be used during the invitation process. For example, you cannot link a Google profile, [email protected], with an invite sent to [email protected].

Step 1: Invite your team members like you usually would and have the user set up their account by clicking on the link in the invitation email they receive.

Step 2: Next, the user will need to create a password (make sure to write it down as you'll need it in the next step!) that will only be used in this account linking process

Step 3: The user will be brought back to the login page and will need to click login:

Step 4: The user will now need to click continue with Google or Microsoft, depending on what provider they would like to log in with

Step 5: The user will be brought to the account linking screen and will need to click continue:

Step 6: The user will need to enter the email address and password they wrote down in Step 2 and click continue:

Step 7: The user should hit accept to finalize linking their accounts.

That's it!