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Holidario Documentation

Account, team, and permissions

Accept an agency invitation and prepare your first access

Sign in with the invited email, verify the agency, accept access, and confirm what should happen next.

For
  • I own or administer an agency
  • I manage operations
  • I work at the front desk
  • An agency manages my properties
  • I work on the cleaning team
  • I am an external cleaning provider
  • I am an external maintenance provider
Available on
  • Agency

This guide is for the person receiving the invitation. The agency can only invite a Holidario account that already exists, so first register and verify the exact email address you agreed with them.

Before you accept#

  1. Sign in with your own account using the address that received the invitation.
  2. Open the link in the message. If you no longer have it, go to Profile > Overview > Invitations to join a team and select View on the pending invitation.
  3. Check the agency name, the inviter's name and email address, and any message included.
  4. If you do not recognize the agency or were not expecting the invitation, do not accept it. Confirm it through a known agency contact rather than replying only to the message you received.

The link is checked against the email address of the signed-in account. Do not open it with another account even if both belong to you.

Accept and confirm the team#

  1. On the invitation screen, check the team name again.
  2. Select Accept Request once and wait for the confirmation message.
  3. Holidario opens the dashboard with that team active. Open the user menu and confirm its name before viewing a property, reservation, task, or ticket.

Acceptance makes you a team member, but it does not by itself grant a role, properties, tasks, or an employee or provider profile.

Finish your first access#

  1. Wait until the agency confirms that it has prepared your function and scope.
  2. If they ask you to, or the menu has not updated, sign out and sign in again with the same account.
  3. Follow the first-session orientation, then open the Start here guide for your role.
  4. Test one real, controlled task that you are expected to perform.
  5. If you see a property or information unrelated to your work, stop viewing it and notify the agency immediately.

You do not need to open team settings or request the administrator role. If something is missing, tell the agency the exact action and property, reservation, task, or ticket involved.

Common problems#

  • The link takes you to sign-in: sign in with the invited email address, then open it again.
  • You are not authorized to accept: sign out and check the exact email address. Do not create another account to work around it.
  • The invitation is no longer valid: check its state under Profile > Overview and give the agency the exact message; do not keep retrying the same link.
  • You cannot find the email: check spam and pending invitations under Profile > Overview before asking the agency to verify delivery.
  • The team appears without your work: membership is complete, but your role, resource, or linked profile may still be missing. Follow the access-denial guide and request only the scope you need.
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