When you invite an advisor or client to your SBDC master account, the invitation remains active for 7 days. You can check on its status at any time by visiting the Users page of the master account.
- Click the Account menu, and select Manage Account:
- In the sidebar of the account management page, click Users:
- Scroll to the bottom of the Users page. If the user has not accepted the invitation, you'll see "Invitation Pending" along with their email address, as shown below:
Note: If the invitation has expired after 7 days, you can click the Resend/Edit Invitation link to generate a new invitation.
- If the user has accepted the invitation, you'll see their name alongside their email address, as shown below:
- To exit the account management page, click I'm Done in the upper right corner: