itonewbie
Level 15

@cakeen You may want to re-read my last response to better understand how the invitation process works and how your client is linked to your account by accepting the invitation with a token.  So long as they have already accepted your invite, they can directly log in by visiting prolink.intuit.com.

If you would like to resend the invite to the same email address (regardless of whether a client has already accepted your invite), you can follow the process outlined below -

  1. Click on Intuit Link on the left panel;
  2. On the row for the client to whom you would like to resend the invite, check that you have the correct email address for that client;
  3. Click on the dropdown under Action and select Resend invite;
  4. Edit the message as you see fit; and
  5. Hit the button for Publish and send email.

 

If you need to resend the invite to a different email address of the client, you will need to send a brand new invitation.  You and your client, however, will lose access to everything that is already in that client's Intuit Link.  Here's the process to follow -

  1. Update your client's email address on the Client dashboard;
  2. Click on Intuit Link on the left panel;
  3. On the row for the client to whom you would like to resend the invite, check that you have the correct email address for that client;
  4. Click on the dropdown under Action and select Delete;
  5. In the popup that warns whether you are sure you want to delete that client's invite, click Yes, delete request; and
  6. On the next screen, click on the button Create new request.
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