Blueleaf

Blueleaf Support Center

Resending client invitations

Last Updated: May 08, 2015 02:40PM EDT
To resend an invitation to a client:

1. Go to your advisor dashboard, find the client in the left-hand sidebar, and click their name.

2. When the client loads, if they haven't yet accepted the invitation you'll see Pending Invitation in the header.  Click the Details link.




3. In the Client Access section that appears, click the Change Email Address link to resend to a different address, or click Resend to  just send another copy to the same address.  (The text of the invitation will be just as when you first sent it.)



 

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