When a new Team Member is added to your Tax Pro account, they will automatically receive an invite email with instructions on how to proceed. However, in some cases you may want to communicate the link directly. You can use a communication method of your choice (email, text, chat, phone, etc) to share this link with your team member. See Accepting an Team Member Invite From a Tax Preparer for how they can complete the next steps.
This article contains the following sections:
Step-By-Step Instructions
The instructions below explain how to get the invite link for a team member in order to share it directly.
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- Log in to your Ledgible Tax Pro account. On the Team Management dashboard, locate the team member for which you would like to resend the invitation email from the Team Members list.
- Select the Actions button to the right of the desired team member.
- Select Copy Invite Link.
- The link is now saved to your clipboard. Paste it in the communication method you wish to use to send it to your team member, such as a chat program, text, email client, etc).
- Log in to your Ledgible Tax Pro account. On the Team Management dashboard, locate the team member for which you would like to resend the invitation email from the Team Members list.
Helpful Hints
- Team member invites expire after 24 hours. If the invite has expired, the team member will have Expired in the Status column. Following the link will result in an expired token error. The option to Copy Invite Link will not be available and your options in the Action column will be Resend Invite or Cancel Invite. Select Resend Invite to generate a new link that you can copy from the confirmation screen or obtain through the Action button.
- Team members with an active invite will display Pending in the Status column.
- Once a team member has accepted an invite, they will show the Status as Active.