Verifying whether an SBDC user invitation was received Follow

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.

 

  1. Click the Account menu, and select Manage Account:
    sbdc-manageacct-menu.png
  2. In the sidebar of the account management page, click Users:
    sbdc-users-menu.png
  3. 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:
    sbdc-invite-not-accepted.png

    Note: If the invitation has expired after 7 days, you can click the Resend/Edit Invitation link to generate a new invitation.

  4. If the user has accepted the invitation, you'll see their name alongside their email address, as shown below:
    sbdc-invite-accepted.png
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