Open your invite.

How to · 30 October 2026

Your boss or captain sent you a link to join the company on YachtGrade. This is what happens when you open it, what you can do once you are in, and what to try if the link does not work.

Open the invite

The invite is a link, not an email from YachtGrade. Whoever manages the account copies it and sends it to you by text, WhatsApp or email. Tap it on your phone.

You land on a screen headed Join and the company's name. Under it, it tells you the role you were given, for example "You were invited as a tech." If the link was made with your email on it, you will see it there.

Create your login

1. Type Your name.
2. If it asks, type Your email. This is how you sign in and where a password reset goes. Nothing is sent to it now, so check the spelling.
3. Choose a password of at least 10 characters, and type it again in Confirm password.
4. Language. It is already set to your phone's language. Pick your own if you want. This changes your screens only. It does not change the language the company's reports are written in.
5. Tap Join.

There is no confirmation email to wait for. You are in the company the moment you tap Join, and you land on Today. Get the app on your phone next, from install YachtGrade on your phone.

Already use YachtGrade with another company?

Sign in first, then open the invite link again. The screen then says you are signed in and shows a Join button. Joining adds the new company to the login you already have, and you can move between your companies from More, then Switch company. If you start from the link without signing in, tap Already use YachtGrade with another company? Sign in to join. at the bottom.

What you can and cannot do

Your role decides what you can do. In the words the app uses:

• Tech: every boat, runs checks, edits the checklist. Your manager can switch individual permissions on or off, for example adding boats, so if a button is missing, that is the first place to look.
• Contractor: only the boats ticked on the invite.
• Viewer: reads reports and changes nothing, so there is no Start check.
• Admin: everything, including invites, branding and the team.

A boat's owner or their personal assistant can also be invited. They see only their own boats and answer the approval lists the crew sends them.

Whatever your role, Team and the company logo are not in your Menu unless you are an owner or admin, and Billing is for the owner. If you need something changed, ask your manager. How they set it up is in add techs and permissions.

Your first day: open a boat from Today and tap Start check. The walk-through is in run a boat inspection on board.

When the invite does not work

• "That invitation isn't valid." The link has been used already, or the manager cancelled it. A link works once. Ask whoever sent it for a fresh one. If you already finished joining, you do not need it: tap Sign in instead.
• "You already have a YachtGrade login with that email." Sign in first, then open the link again and tap Join.
• "The account is read only at the moment, so it cannot add anyone." The company cannot take on new people right now. Ask whoever invited you.
• The passwords do not match, or it says to use at least 10 characters. Retype both.
• Cannot sign in afterwards. See trouble signing in.

Common questions

How do I join my company on YachtGrade?
Open the invite link your manager sent, type your name, choose a password of at least 10 characters, and tap Join. You land inside the company straight away.

Do I need to sign up on the website first?
No. Signing up creates a company. If you were invited, use only the invite link.

The invite says it is not valid. What do I do?
Invite links work once and can be cancelled. Ask the person who sent it to make you a new one.

Why can't I add a boat or edit the checklist?
Those depend on your role and on switches your manager sets for you. Ask your owner or admin to turn them on.

Can I be in two companies with one email?
Yes. Sign in, open the second invite link, and tap Join. Switch between them from the Menu.

More how-to guides

• Getting started with YachtGrade
• Put YachtGrade on your home screen
• Trouble signing in
• Settings and language
• Add a boat and build its equipment profile
• Set up a boat by walking it
• Equipment, engine hours and parts
• Documents and renewals
• Photos and the cover photo
• Set up a boat inspection checklist
• Run a boat inspection on your phone
• Photos and answers with no signal
• How the boat health score works
• Show boat owners what changed
• QR codes and maintenance by engine hours
• Findings and the to-do list
• Finish a check and send the report
• Answer checks by voice
• Photos not uploading
• Make a fire and safety plan
• Maintenance schedules
• Add techs and set permissions
• Teams and assigning work
• Schedule visits on the calendar
• Send owners a list to approve
• Give boat owners access
• Vendors and estimates
• Customize checklist templates
• Your logo and email on reports
• Fleet trends and reviews
• Export your data and billing
• Remove or archive a boat
• Common questions and fixes

YachtGrade was designed by a USCG 100-ton captain who spent five years managing, detailing, running and selling boats in South Florida, after four years building IT systems for businesses. Who built it →