Resending client invitations

This article will show you how to resend your client an invitation to Blueleaf. First, go to your advisor dashboard and search for the client, and click on their name. Next, click on settings then Client Access.

In this section, you can click the Change Email Address link to send the invitation to a different address, or click Resend to send another copy to the same address.


Blueleaf will also automatically re-send the invitation every two weeks until the client accepts the invitation. If you would like to stop the invitation from re-sending automatically, you can click the Delete link next to the pending invitation message.

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