EMR - Managing Invitations
Written by Amelia Boyer
Updated at February 10th, 2026
Table of Contents
Managing Invitations
The "Manage Invitations" tab consolidates all users with pending invitations for your organization or team. This feature is designed to streamline the process of sending out pending invitations efficiently. It allows you to handle invitations for any type of user—whether Patient, Primary, Organizational, or Team—either at the organization level or the team level.
Video Tutorial:
Step-By-Step Tutorial:
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Navigate to the organization
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Select Manage Invitations
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Chose if you'd like to filter the view
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Select if you'd like to view via Created After Date or Last Email Sent Before Date
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Select the Menu Icon to the right of the invitation and choose to resend or delete the invitation
