Short Answer: Go to Settings → Team, click the envelope icon in the member’s Actions column (typically for members with Expired status), then confirm in the "Re-invite member" dialog.
PreRequisites
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Be signed in to CleverBalance.
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The member must have an invitation that can be resent (for example, their status is Expired).
Steps
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Open Settings and select "Team" from the left navigation menu.
The Team table appears with columns including Name, Email, Role, Status, and Actions. -
Locate the member whose Status shows Expired (example: Alex Smith).
An envelope icon appears in the Actions column for that member. -
Click the envelope icon to open the "Re-invite member" confirmation dialog.
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Confirm the action using the dialog’s confirm button, or click Cancel to abort.
The invitation email is resent, and the member’s status may update (for example, to Pending).
Troubleshooting
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The envelope icon is not visible for a member.
Likely Cause: The member’s status is not Expired (for example Active or Pending).
Action:
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If Active → the user has already joined.
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If Pending → wait for them to accept the invite, or remove and invite again if necessary.
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The confirm button is not visible in the dialog.
Likely Cause: The dialog’s action buttons may be outside the visible area due to screen size or zoom.
Action: Scroll inside the modal, resize your browser window, or zoom out to reveal the confirm button.
Note: The envelope icon (re-invite action) appears in the Actions column for members with an Expired invitation in the screenshot.