Why can't I see my organization's assets?

We've seen this scenario happen a few times: your company has a BlueTally account that already should have a lot of data, but when you log in, everything appears blank. What went wrong?

More often than not, when people write to us about this issue, it appears they may have accidentally created a separate free trial account for BlueTally rather than joining the account that their organization has already made. There are a couple of ways you can confirm this:

Once you've confirmed you have a separate trial account, follow the instructions below to fix the issue and make sure you get added to your company account properly.

Since your email address is currently tied to a separate account, your colleagues can't invite you to the main company account. If they attempt to invite you, you won't receive the email to join, as your email address is already tied to the log-in credentials of the separate trial account made by accident.

So we need to delete that trial account. First, open your account settings by clicking on the profile icon in the upper right-hand corner of your screen, then click on the Settings option that appears in the dropdown menu.

From your account settings, navigate to the Delete Company Account section. It's the very last section at the bottom of the page.

Once there, click the red "Delete my account" button. A pop-up window will appear asking why you're deleting it. You can enter whatever you like, but if you let us know that it was made by mistake (like you see in the screenshot below), this will give us more accurate feedback on when this occurs.

Scroll down to the bottom of the pop-up window, where you will see a field that prompts you to enter "DELETE ENTIRE COMPANY". Type in the phrase (it isn't case-sensitive, so it doesn't have to be all caps), and you'll see the red button below get brighter, signifying that you can click it to delete the account.

Click the red "DELETE ENTIRE COMPANY" button. You'll then be presented with a new screen that states your account was deleted, and your data will be backed up for the next week.

If what you see is similar to the screenshot above (naturally, your one-week back-up date will be different), then your account was deleted successfully!

At this point, please let your colleague who plans to invite you to your company's BlueTally account know that they can attempt to add you as a user. Follow the instructions in the next section to ensure you join your company's account properly.

First, check your email to see if you have a message sent from [email protected] with the subject line "You've been invited to BlueTally"*. Then click the Accept Invitation button highlighted in the screenshot below:

*If you cannot find this email in your inbox, please ask one of your team members with admin access to the company's BlueTally account to invite you again. If you do not know who manages your BlueTally account, we recommend asking your internal IT team. Additionally, our customer support team may be able to assist you in identifying the right person for this, but you may find better luck reaching out within your team first.

Clicking the Accept Invitation button should direct you to a screen where you should only have the option to create a password for yourself, as shown in the screenshot below.

If you see a screen with different information, you may be on your way to creating a separate account rather than joining your organization's instance. Please refer to the "How To Tell If You're on the Wrong Page" section of this guide for more context.

After you have filled out the Password and Confirm password fields, click "Get started". If the next page you see is a BlueTally account with a green confirmation message reading, "Your password was set successfully. You are now signed in.", then you have done this correctly.

You will also most likely see some non-zero numbers in the Dashboard, shown in the photo above.

This should complete the process for you. However, I've included some additional context on some potentially misleading pages that could appear if you accidentally click on the wrong page. I think this is important to include, as following the instructions on the screens described below will lead you to accidentally create a separate free trial account, like you did before:

If you find yourself on a page that invites you to "Create an account", DO NOT PROCEED. Moving forward with this page will lead you to create a separate trial account, like you may have done before, which is not what you want.

That screen will look like this:

Notice how there are fields for your full name, your email, and the ability to create a password. When your colleague invites you to join an existing BlueTally account, they have already entered your name and email to initiate the invite. So the fields for your name and email are clear indicators that this is the wrong page.

Additionally, if you have been redirected to our standard sign-in page (pictured below), this is also the wrong page. You'll be able to identify this page by the options to sign in by SSO or by entering your email, password, and 2FA code.
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This page can also mislead you into clicking on the "Sign up here" hyperlink text, which will bring you to the account creation page pictured in the previous screenshot.

We understand this particular issue can be confusing, so we're happy to provide as much clarity as we can to make sure you can log into your company's BlueTally account properly.
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If you have any feedback for us on what could make this easier for you and your team, you are always more than welcome to submit a Feature Request. And if you ever have questions, our support team is available to assist.