Skip to main content

Check an outstanding invitation and help a user get started

Learn how to check whether a new user has accepted their invitation and help them get started.

Written by Yuliya Chakhovich

Invitations are managed by your organization's own admin team, not by Loctax.

Steps

  1. Open the organization menu, select Organization settings, then Users.

  2. Search for the user by name or email address. As long as they haven't accepted, the Last activity column shows when their invitation expires.

  3. If the email got lost or the invitation expired, open the menu at the end of their row and select Resend invite. They receive a new email to set up their account. Ask them to check their spam or junk folder too.

  4. Before they sign in, check their role and the entities and business units they can access. Use Edit permissions to correct anything that's missing.

Good to know

  • Revoke cancels the invitation.

  • The Authentication column shows whether they sign in with a password or with single sign-on.

  • Once they're in, point them to Home and Tasks: the work assigned to them is waiting there.

Did this answer your question?