Resend Invitation to a Pending Contact

If you're an advisor or a client, there will be times you may need to resend an invitation to add someone to Link. This article will teach you how.

For Advisors

  1. Select your client from the home dashboard or from the "clients" tab on the navigation menu.

    Resend Invite 1

  2. The contact will read "pending" if the client has not accepted the invitation. Select the drop-down menu where it says "pending." 

    Resend Invite 2

  3. Select the button from the drop-down that reads "re-send invite" to send another invitation to join. 

    Resend Invite 3

For Clients: 

  1. Select your contact from your home dashboard or from the "people" tab on the navigation menu under "Sharing." 

    Resend Invite (Clients) 1
  2. The contact will read " connection pending" if the contact has not accepted the invitation. Select the drop-down menu where it says "connection pending." 

    Resend Invite (Clients) 2

  3. Select the button from the drop-down that reads "re-send invitation" to send another invitation to join. 

    Resend Invite (Clients) 3