Invitations in draft status can be sent, edited, or discarded.

Send link requirements

Note: Your project must be launched before drafted invitations can be sent. You can confirm the project's status from the Settings tab. If the project is not yet launched, follow the steps outlined in Launching a project to proceed.

1. Navigate to Users.
2. Under the Status column, use the drop-down menu to filter the user list; select Draft.
3. Click the check box(es) to select the draft invitation(s) you would like to send.
4. Select More Actions > Send/Resend Invitation.
5. Click Send.

Change a draft invitation's role

1. Navigate to Users.
2. Under the Status column, use the drop-down menu to filter the user list; select Draft.
3. Click the box associated with the draft invitation you would like to edit.
4. In the right panel select Change Role.
5. Choose a new role for the selected user using the drop-down menu.
6. Click Save.

Edit a draft invitation

1. Navigate to Users.
2. Under the Status column, use the drop-down menu to filter the user list; select Draft.
3. Click the box associated with the draft invitation you would like to edit.
4. Select Modify > Edit Draft.
5. Make the changes in the draft.
6. Click Cancel to cancel the changes, click Update Draft to save the changes or click Send Invite to send the invite with the changes.

Discard draft invitations

1. Navigate to Users.
2. Under the Status column, use the drop-down menu to filter the user list; select Draft.
3. Click on the selection box(es) associated with the draft invitation(s) you would like to discard.
4. Select Modify > Remove Access.
5. Click Ok.

Resend or withdraw expired invitations

1. Navigate to Users.
2. Under the Status column, use the drop-down menu to filter the user list; select Expired.
3. Select the boxes associated with the invitations you'd like to resend or withdraw.
   • To resend, select More Actions > Send/Resend Invitation > Send.
   • To withdraw, select Modify > Remove Access > Ok.