Onit Documentation

Resending an Invite to a Vendor User

by Michael Nadeau Updated on

This article explains how to resend an invite to a vendor user.

  1. Go to "Vendors" on the left-hand menu.
  2. Click the name of the vendor the contact belongs to.
  3. On the Vendor Details page, click the "Roles" tab.
  4. The list of vendor users will appear. 

    On this page, you'll see each user's roles, including Counsel Exchange Access (Yes/No), Counsel Exchange Admin (Yes/No), Additional Counsel Exchange Roles, and Labels. 

  5. Click the three-dot "Actions" menu, then select "Resend Invite."

     

 

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Unity ELM End User Guides

Getting Started with Unity ELM 13
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 12
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 5
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 10
Admin Settings in Unity ELM 31
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 4
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

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