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Managing Partner Invitations

After sending invitations to partner organizations, you can track their status, resend invitations, and revoke access when needed.

Viewing Partner Invitations​

All partner invitations for a flow are visible in the Partners section of the flow details page.

Partners section showing list of invited partners
The Partners section displays all invited partner organizations and their invitation status

Invitation Statuses​

The partners list shows the status of each invitation:

  • Pending: Invitation sent but not yet accepted by the partner organization
  • Accepted: Partner has accepted the invitation and has access to flow results
  • Rejected: Partner has declined the invitation (no data is shared)

Each invitation entry displays:

  • Partner organization name
  • Partner admin email
  • Invitation status
  • Date sent
  • Date accepted/rejected (if applicable)

Resending Invitations​

If a partner hasn't responded to an invitation, you can resend it with a new verification code.

When to Resend​

  • The partner hasn't received or can't find the original invitation
  • The verification code has expired
  • You want to send a reminder to the partner

How to Resend​

  1. Find the pending invitation in the partners list
  2. Click the action menu (three dots) next to the invitation
  3. Select Resend Invite
  4. A new email with a fresh verification code is sent to the partner
Context menu with partner management options
Use the context menu to resend invitations or revoke partner access
info

Resending an invitation generates a new verification code. The previous code will no longer work.

Revoking Partner Access​

You can revoke a partner's access at any time, immediately ending their ability to view shared flow results.

When to Revoke Access​

  • The partnership has ended
  • The partner no longer needs access to the data
  • Security or compliance concerns arise
  • You want to limit the number of partners with access

How to Revoke​

  1. Find the partner in the partners list (any status except rejected)
  2. Click the action menu (three dots) next to the partner
  3. Select Revoke Access
  4. Confirm the revocation in the dialog
Context menu with revoke access option
Revoke partner access through the context menu

What Happens After Revocation​

  • The partner immediately loses access to all shared data for that flow
  • They will no longer see the flow in their "Shared Flow Results" section
  • The invitation status changes to "Revoked"
  • Access to historical data they've already accessed remains until retention obligations are met
Important

Revoking access is permanent. The partner organization will need to be invited again if access should be restored in the future. Note that if access is revoked, it remains available until the partner's data retention obligations are met.

Need Help?​

If you have questions about managing partner invitations: