Docs · Agent portal

A join code is how one person joins somebody else's team

The teammate signs up, the screen shows them a 16-character code, and they send it to the business owner by any means they like. The owner pastes it into the dashboard. The teammate then gets a "Confirm your team" prompt and taps Confirm. Both people have to act — a code sitting in a WhatsApp message does nothing on its own.

Get my join code Paste a join code

The exchange

Four moves, two people

1. The teammate signs up at the agent portal, agents.orcalinq.com, and chooses "I'm joining a team". A code appears.
2. The teammate sends the code to the owner. WhatsApp, SMS, email, read it out on the phone — it does not matter. There is no automatic delivery.
3. The owner pastes it in the dashboard under Account → Members & access, and clicks Invite.
4. The teammate confirms. Their screen changes to Confirm your team, naming the business. They tap Confirm join and they are in.

The order matters. The teammate must sign up first — the owner cannot paste a code that has not been generated yet.

If you are the teammate

Getting your code

Sign up at the agent portal, not the dashboard

Go to agents.orcalinq.com and sign in with your email. There is no password — you get a link by email, and clicking it signs you in.

If you land on a screen headed Wrong portal, that email is already registered as a business owner. See the last section on this page.

Choose "I'm joining a team"

You are asked how you are using OrcaLinq. Pick I'm joining a team. The other option takes you to the dashboard to claim your own website — that is not what you want here.

Copy the code

The Your join code screen shows 16 characters in four groups, like KX7M-9Q2L-3P5N-8RTV. There is a Copy button. Under it the screen says "Waiting for a tenant admin to paste this code…" and refreshes itself every few seconds.

Send it to the owner now. It is valid for seven days.

Wait, then confirm

When the owner pastes it, this screen becomes Confirm your team and names the business. Check the name is the one you expect, then tap Confirm join. If it is a business you have never heard of, tap This isn't right instead — that cancels the invitation.

After confirming you land in the portal and can answer handed-over chats straight away. Access to anything beyond chats is something the owner grants separately.

If you are the owner

Adding somebody to your team

Open Members & access

In the dashboard at app.orcalinq.com/agents — sidebar Account → Members & access. Next to Your members there is a person-plus button; on an empty account the button reads Enroll your first member.

Pick one of the two ways in

The Enroll a member panel offers both:

Invite by email — you type their address, we email them, and they join the moment they sign in with that same address. This one requires a verified domain. Without one you get "Verify your domain before inviting agents."
Add a member by join code — you paste the code they generated. This works even if your domain is not verified yet, which is why it is the reliable path early on.

Paste the code and click Invite

Type or paste it into the box marked KX7M-9Q2L-3P5N-…. Dashes and capitals do not matter — we strip spaces and dashes and upper-case it for you. Then click Invite.

You see "Code accepted. Waiting for member … to confirm." and a Waiting on them list appears with a Cancel link beside each person.

That list shows a shortened internal id, not their email address. We do not store teammates' email addresses on your side of the account, so the identity check happens on their screen, where your business name is shown to them.

They confirm; the list clears

The Waiting on them row disappears when they tap Confirm join, and they appear in Your members as active. The panel re-checks every few seconds, so you do not need to reload.

New members can answer chats immediately. Everything else — dashboard pages, settings, billing — is granted per person on their member page.

Worth knowing

Facts about the code itself

16 characters, four groups of four. Only capital letters and digits, and the confusable ones are left out — there is no letter O, no letter I, no zero and no one in a code.
Valid for seven days from the moment it is generated.
Shown once. We store only a fingerprint of it, never the code itself. If the teammate closes the tab, the code cannot be shown again — they click Issue a new code (or Rotate) and share the fresh one. The amber panel that says "Your code was already issued, but for safety we don't store the raw value" is that situation, not an error.
Single use, single business. The first account to paste it claims it. A second paste is refused.
Treat it like a password. Whoever pastes it becomes the business that person works for. Send it to one person you know, not to a group.
Rotating is safe while nobody has pasted it. Once the owner has pasted it and the teammate is waiting to confirm, rotating starts the exchange over — the owner has to paste the new code.
Cancelling works from either side. The teammate has Cancel and go back; the owner has Cancel on the waiting row. Either one puts the person back to undecided, with no half-joined state left behind.

If that did not work

The messages you might see

"Code is invalid, expired, or already used." One of four things: a typo, more than seven days have passed, somebody already pasted it, or the teammate rotated the code after sending it. Ask them for a fresh one.
"This teammate is already set up — that code is no longer needed." They joined by another route in the meantime — usually an email invitation. Look in Your members; they are probably already there.
The teammate sees a blank code. Their earlier code exists but cannot be redisplayed. Use Issue a new code on that same screen.
"Tenants cannot generate join codes", or a screen headed "Wrong portal". That email address is registered as a business owner, and an owner cannot also be a member of somebody else's team. Have the person sign up with a different email address — a personal one is fine — and generate the code from that.
"Already enrolled as an agent." They are already in a team. One person, one team, per email address.
"Verify your domain before inviting agents." That is the email-invite path only. Use the join code instead, or verify the domain first.
Nothing happens after the code is pasted. The teammate has to be signed in and looking at the portal to see the confirmation prompt. Ask them to open agents.orcalinq.com again — the prompt is waiting there.
They are in, but no customer messages ever reach them. Being a member is not the same as being reachable. Next stop: alerts are not arriving, and their My Alerts page at agents.orcalinq.com/channels.
Still stuck. Email support@orcalinq.com with the exact wording of the message on screen and which of the two people saw it.

Two screens, one code, both people tap once.

Generate it in the agent portal, paste it in the dashboard, confirm. No domain verification needed.