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How to check the invite status and manage invitations?
Published:
1 min read
In BoldSign, you can monitor the status of invitations sent to users to join your organization. An account admin can resend an invitation or cancel an invitation for any user with a pending invitation within the organization. On the other hand, a team admin can only resend or cancel invitations for users within their respective teams.
Follow the steps below to check the invite status and manage invitations:
- Open the
Teams
page under theUsers & Teams
option. You can see the list of users under various teams. - Locate and select the specific team to which the user has been invited.
- Within the roles section, prior to the user accepting the invitation, the status will be indicated as Pending Invitation
- To resend an invitation, click the context menu at the end for the user with a
Pending Invitation
. You can see options such as Resend Invitation and Cancel Invitation. - Select the
Resend Invitation
option, and the user invitation will be successfully resent.
- To cancel the invitation of a user, select the
Cancel Invitation
option. - A confirmation pop-up will appear; click the
Confirm
button and the invitation will be successfully cancelled.