How to cancel a pending invitation and invite another user?
Published:
If a team invitation is still in the Pending Invitation status, you can cancel it and invite a different user to the team. Once the invitation is cancelled, the invited user can no longer use it to join the team.
When to use this feature?
Use this feature when an invitation was sent to the wrong user or when you need to invite a different user before the original invitation is accepted.
Prerequisites
Before you begin, ensure that:
- The user’s invitation is currently in the Pending Invitation status.
- You have access to the appropriate team in Users & Teams.
Steps to cancel a pending invitation and invite another user
Step 1: Open the teams
- Navigate to Users & Teams > Teams.
- Select the team that contains the pending invitation.
Step 2: Cancel the pending invitation
- Locate the user whose status is Pending Invitation.
- Click the user’s More Options menu.
- Select Cancel Invitation.
Step 3: Invite another user
- Confirm that the invitation has been cancelled.
- Invite the new user to the team.
- This process applies only to invitations that are in the Pending Invitation status.
- After an invitation is cancelled, the invited user can no longer accept or use the invitation to join the team.
- Invitations that have already been accepted cannot be cancelled.
- Ensure the existing invitation is cancelled before inviting another user.
What happens after completing this process?
After the invitation is cancelled:
- The pending invitation is removed.
- The previously invited user can no longer join using that invitation.
- You can send a new invitation to a different associate for the same team.
For more information learn How to activate or deactivate a user?
How to delete a user and transfer their documents to another user?
