Who can use this feature?
An invited user's account becomes active when they accept their invitation to join your organisation. If you've invited staff users, you will not be billed for invited members until they become active.
Note: this is a web-only feature.
To see your pending invitations go the Staff or Client menu and select Pending in the filter options. All pending users will be listed along with their invitation status.
There are 6 invitation status:
Pending: The invitation is still active but has not been accepted by the invited user.
Expired: The invitation has expired. To renew the invitation you must resend it.
Draft: The invitation was created but not sent.
Failed: The user failed to accept the invitation (e.g. they entered too many incorrect SMS codes). To renew the invitation you must resend it.
Canceled: The invitation was deleted before the user accepted it. If you wish to resend it, you must restore this user.
Refused: The user chose to refuse the invitation.
To resend an invitation:
- From your desktop, click on the admin menu
- Click on Clients or Staff.
- Find the user you wish to resend the invitation to.
On the user page you will see a box with invitation details.
Click on Resend invitation.
Tip: you can also resend an invitation directly from the user list by clicking on the three-button menu and selecting Resend invitation
Note: Changing a pending user's email address will trigger a new invitation. See Edit a user for more details.