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How to Resend Personnel Invitation

This guide explains how to resend a Personnel invitation in Cerely for users who require access details again, including Active Personnel who have forgotten their password or Invited Personnel who have lost their original invitation email.

The Resend Invitation function allows administrators to resend an account invitation to Personnel who have either:

  • Active Status: The Personnel has already accepted their invitation but has forgotten their password and requires access again.
  • Invited Status: The Personnel was previously sent an invitation but has lost or cannot locate the original email.

This guide explains how to locate the Personnel record and resend the invitation email.

Steps to Resend a Personnel Invitation

1. Navigate to Personnel

After logging into your Cerely account:

  1. From the main navigation menu, click on Personnel.

2. Locate the Personnel Record

Personnel can have different statuses depending on their account setup:

  • Active: The Personnel has already accepted their invitation and created their account.
  • Invited: The Personnel has been sent an invitation but has not completed their account setup.
  • Pending: The Personnel has been added to Cerely but has not yet been invited.

By default, the Personnel screen displays Active Personnel.

3. Filter Personnel by Status

If the Personnel is not displayed:

  1. Click the Filter button.
  2. From the Status dropdown options, select the Personnel status you need to view:
    • Pending
    • Invited
  3. Once the status has been selected, the Personnel matching that status will be displayed.

4. Search for Personnel (Optional)

If there are a large number of Personnel records displayed based on the status selected:

  1. Click into the Search field located to the left of the Filter button.
  2. Enter the Personnel name.
  3. The list will automatically filter to display matching results based on teh status selected.

5. Select Personnel to Resend the Invitation

You can resend invitations to one or multiple Personnel at the same time.

  1. Select the checkbox next to the Personnel record(s) requiring an invitation.
  2. Multiple Personnel can be selected if invitations need to be resent in bulk.

6. Resend the Invitation

Once the Personnel have been selected:

  • Click the Action button.

Note:

  • If one Personnel record is selected, the button will display as Action.
  • If multiple Personnel records are selected, the button will display as Bulk Action.
  • From the dropdown menu, select:
    • Resend Invite for Personnel who have previously received an invitation.

7. Confirm Sending the Invitation

After selecting the invite option:

  1. The system will display a confirmation popup titled: "Resend Email Invite"
  2. Review the confirmation.
  3. Click Resend button.

8. Invitation Sent

Once confirmed:

  • The popup will close automatically.
  • Cerely will send the Personnel an invitation email.
  • The email will include:
    • Instructions to access Cerely.
    • Their username.
    • Password setup or login instructions.