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How to check the invite status and manage invitations?
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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
Teamspage under theUsers & Teamsoption. 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 Invitationoption, and the user invitation will be successfully resent.
- To cancel the invitation of a user, select the
Cancel Invitationoption. - A confirmation pop-up will appear; click the
Confirmbutton and the invitation will be successfully cancelled.