Provider Monitoring · Contents
Provider Monitoring

Client invites & email status

Inviting clients, resending, and reading honest email status.

From the Agency dashboard you invite a client by email. The invite link expires after 7 days. You can resend an invite at any time; the status shown reflects the provider's acceptance of the email, not final inbox delivery.

  • Invite link: 7-day expiry, single-use.
  • Revoking a client removes access immediately.
  • Use 'Send test email' to verify your sender is production-ready before inviting clients.
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