How to resend an invitation to a Trusted Advisor or Manager?

If your collaborator hasn't received the email invitation, follow these steps:

• Step 1: Click the contact tab from the left menu
• Step 2: Click Edit Permissions
• Step 3: Click Save
• Step 4: Select "Send"

Step 1: Click the contact tab from the left menu

Step 2: Click Edit Permissions

Step 3: Click Save

• You don't need to change anything, go direct and click save.

Step 4: Select "Send"

• Your Trusted Advisor/ Manager needs to complete the account activation process to be able to access to your vault.