Blueleaf Support Center

Resending client invitations

Last Updated: Oct 12, 2017 01:50PM 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.)

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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