Resending an invitation

Re-sending an invitation

This article outlines how you can re-send an invitation to one of your clients. If you are looking for advice on how to resubmit an Identity Check to the individual (asking them to re-submit the ID Document) please click here. If you would like to know how to re-run a data check such as Address & Mortality, please click here.

You may wish to resend an invitation to your client if incorrect details have been entered, your client did not receive the first invitation and/or the invitation bounced.

Changing an Individuals contact details

If you are re-sending the invitation due to incorrect details, you will first need to alter the incorrect data by:

• Accessing the profile of the individual in question and clicking on ‘User Details’ tab, found at the top of the page.

• Clicking on the pencil icons will give you the ability to alter both the email address and mobile number.

Once you are happy the contact information is correct, you be able to resend the original invitation by following the steps below:

 Re-sending a check

1. From within an individual’s profile, click on ‘Quick Actions’ (top right) where a drop down menu will appear.

2. Select ‘Resend invite’ from the menu, then click on ‘Complete now’.

3. Under the drop down menu for Invite type, select either email, SMS or both and click ‘Resend Invite’ *Your options may be limited to either email or SMS depending on your original invitation.

 Alternatively, you can resend an individuals invitation through the individuals main page by clicking on the actions button of the individual you wish to resend the invitation too. This can be seen below.

Got any questions?

If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

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