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

To send an invitation that is in draft status:

  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 Invitations.

  5   Click Send.

 

To change role of an invitation that is in draft status:

  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.

To edit an invitation that is in draft status:

  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.

To discard invitations in draft status:

  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.


To resend or withdraw invitations in expired status:

  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