When you invite an advisor or client to your SBDC master account, the invitation remains active for 30 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 30 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: