Invite Center

This is the help text the console shows in the help panel on this page.

The Invite Center lists the access invitations client organizations have sent to your firm. It is available to Partner Owners; see Roles & Permissions.

How an invitation arrives

A client’s owner goes to Settings, then Partner Access, and creates an access link. The link expires after 7 days and the client can revoke it at any time. When you open it while signed in, the organization joins your portfolio.

What you see

Tabs for Pending, Accepted and Expired invitations. Each row shows Organization, Invited Email, Expires and Status. Click Accept on a pending invitation to add the client to your Portfolio (“Invitation accepted”).

Expired invitations cannot be accepted: “Contact the org admin to re-issue this invitation”. If a client is already managed by another partner firm, that partner must be disconnected first. With nothing to show, the tab reads No invitations found.