How to View Pending Staff Invitations

1. Navigate to Team & access.
2. Click the 'Pending' tab next to 'Firm staff'.
3. A list of outstanding invitations is shown with the invitee's email, invitation date, and status.
4. To resend an invitation, click the action menu (⋮) next to the entry and select 'Resend'.
5. To cancel an invitation, select 'Cancel invitation'.
6. Once the invitee accepts, they move to the Firm Staff tab automatically.

💡 Good to Know: Invitations typically expire after 7 days — resend if the invitee has not acted in time.

💡 Good to Know: A pending invitation does not count toward your staff limit (if applicable).

→ How to Invite a New Staff Member

→ Managing Team Members and Roles