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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 Teams page under the Users & 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

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.

resend invitation

  • 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.

cancel invitation

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