What do I do if a member declines their invitation to join my firm?

Agent 1- Kamie -

There are two options if a member declines an invitation to join your firm. You can Resend the invitation or Remove the member from the firm.

 

To Resend the invitaion:

1. Select Actions in the upper right corner of your screen and then Manage Your Law Firm.

 

2. Next select the Manage Members tab.

 

3. When a member has declined an invite you will see the option to Resend  next to the declined status. Click on Resend.

 

4. The member will receive a new invitation to join the firm.

 

5. When the invitation has been accepted the members status will change to Active and the option to edit their profile will appear under the Action option.

 

 

To Delete the member from the firm.

1. 1. Select Actions in the upper right corner of your screen and then Manage Your Law Firm.

 

2. Next select the Manage Members tab.

 

3. Select Action and then Remove From Law Firm.

 

 Related Articles:

How do I add members to my Law Firm?

How do I edit my Law Firm member profiles?

 

 

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