In your Console, the Accounts->Clients & Users menu shows everyone who has been invited to your environment, including admins, clients, secondary users such as clients' family members, and third-party users like clients' lawyers or accountants.
If an invitation shows as Pending (client has not yet clicked the link and registered their account), you can resend the invitation from this menu, edit the email address and resend, or delete the invitation.
Resend a Pending Invitation
Resend a Pending Invitation
In your Console, go to Accounts->Clients & Users
Locate the client by scrolling through the list, or using the search/filter bar
Click the 3 dots to the right of the client's entry
From the pop-up menu, select Resend Invitation
Before resending an invitation, make sure that the Invitation Email and Invitation Email (with Invitation Code) templates are turned on in your Custom Messages menu
Edit & Resend a Pending Invitation
Edit & Resend a Pending Invitation
If the email address in the original invitation is incorrect, you can edit it from your Console and re-send the invitation.
In your Accounts->Clients & Users menu, locate the client to edit, and click the 3 dots to the right of their entry.
Select View Details in the Action menu
In the View Details screen, select Update Account.
Edit the client's email address, then click Update to save the changes.
Finally, click the 3 dots to the right of the client's entry, and select Resend Invitation to send a new invitation email to the updated email address.
As detailed above, make sure your Invitation templates are turned on in Settings->Custom Messages, to ensure that the invitation emails are sent out.
Delete a Pending Invitation
Delete a Pending Invitation
If a Pending invitation isn't needed anymore (client doesn't use this email, or no longer needs a SideDrawer), you can delete it from Console.
To delete an pending invitation, locate the invitation in the Accounts->Clients & Users menu, click on the 3 dots to the right of the entry, and select Delete Invitation from the pop-up menu:
Check to make sure you've got the right invitation, then click Delete to confirm and delete the invitation:
Once a user has registered their account, the Pending Registration label will be replaced by their registration date.
At this point, you can no longer resend, edit, or delete the invitation.
If this user's access needs to be removed or changed, you can do that from the Collaborators menu on their SideDrawer.