Viewing Accounts Pending Activation & Resending Invitations

By Mary Cooper

updated 11 days ago

Once a client’s profile has been created, the system will send them an email requesting that they activate their account. Until the client activates their account and creates a password, the client’s account will be marked as Pending Activation. Go to Clients > Pending Activation to see which clients have yet to activate their accounts.

You may sort the Pending Activation list by the clients’ names or by the date that the invitations were sent. Click on the arrow icons next to the Name and Invite sentcolumns to sort the list accordingly.

If a client’s account has been Pending Activation for a long time, you may resend the activation invitation. Here’s how:

  1. Go to  Clients > Pending Activation.

2. Click on Resend Invite next to the client’s name.

To resend invitations to all clients whose accounts are Pending Activation, click Resend to all.

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