Managing User Invitations and Activations in Practice Pro
If you need to manage user invitations or activate users in Practice Pro, follow these steps:
Resending an Invite Email
If a user has not received their invitation email, you can resend it by following these steps:
Log in to Practice Pro and click on your name or profile.
Navigate to Firm Settings.
Open the Members section.
Search for the user in the list.
Click the mail icon next to their name to resend the invitation email.
Activating a User Without an Invite
If the user is unable to receive the invitation email, you can activate their account manually:
Go to the Members section under Firm Settings.
Locate the user in the list.
Change their status to Active. This will allow them to log in without needing the invitation email.
By following these steps, you can ensure that users are successfully onboarded, even if they encounter issues with email invitations.