Admins and practice managers can invite practitioners into splose. While an invite is pending, the practitioner can already be booked into appointments, have notes attached, and have billing records against them.
Cancelling a pending invite moves the practitioner to Inactive rather than deleting them, and you can re-invite them later.
Inactive users have to re-verify themselves when reactivated, so the original invitation link can't be used to gain access.
Before you begin
Admins and practice managers can invite practitioners into splose. While the invite is pending, the practitioner can be booked into appointments, assigned attached notes, and have billing records.
Previously, if a practitioner had a pending invite cancelled, they would be deleted from the system. Now, they will be moved to an inactive table, with their records retained.
Inactive users will be required to re-verify themselves when reactivated to ensure unauthorised access cannot be obtained using the original invitation link.
Cancel a practitioner's pending invite:
Head to your Workspace Settings.
Under the Team section, select the Users tab.
Locate practitioners with pending invites:
By scrolling manually and locating Invited status, or
By selecting the Status filter, which will group users with the Invited status.
Select the Action (•••) button for the user you would like to cancel the invite for.
Select Cancel Invite.
Reactivate a practitioner
Head to your Workspace Settings.
Under the Team section, select the Users tab.
Locate deactivated practitioners by selecting the Status filter, then selecting Inactive.
If the list comes back empty, check that you have used the Status filter, and not the Group filter next to it. They sit side by side, and this is the most common reason inactive users appear to be missing.
Select the Action (•••) button for the user you would like to activate.
Select Reinvite user.
Click Invite User on the modal that appears.
What reinviting does
Reinviting sends a fresh invitation that the person has to accept before they can log in. Their previous settings are kept, but they will need to set up access again, including two-factor authentication if your workspace requires it.
An accepted invitation puts the user back on your subscription as a billable seat. A pending invitation does not.
Troubleshooting & FAQs
I get a "This email is already in use" message when I add a user. What does that mean?
I get a "This email is already in use" message when I add a user. What does that mean?
The address is still attached to another profile in your workspace, usually a deactivated or duplicate one.
You cannot free it up yourself. Changing the email on an inactive user sends a verification request that has to be confirmed from the mailbox, and that confirmation fails with "Member is not active" while the user is deactivated. Reactivating the user first is not a workaround either, because it puts a billable seat back on your subscription.
Ask us to change it instead. Start a chat from Quick help › Chat with us and give us:
Your workspace URL.
The name of the user holding the address.
The email address you need freed up.
The address it should be changed to.
We can make the change directly and will confirm when the address is available.