Direct Answer: How to Resend a OnePlan Invite
To resend a OnePlan invite, go to the Resource Center, locate the user, and click the Edit icon next to their name to open the Edit Resource form. At the top of the form, click the Resend Invite icon to resend the invitation email for your OnePlan Group.
What This Article Covers: User Onboarding
This article explains how to resend the invitation email to a user who has been added to OnePlan but has not yet accepted their invite. It covers where to find the Resend Invite option on the Edit Resource form.
What you will accomplish: By the end of this article, you will be able to resend a OnePlan invite to any user who has not yet accepted their original invitation.
Before You Begin: Resending a OnePlan Invite
- Confirm you have permission to view and edit resources in the Resource Center.
- Confirm the user has already been added to OnePlan as a Resource. See How to Add Named Resources in OnePlan if the user has not yet been added.
- Confirm the user has not already accepted their invite — the Resend Invite action is intended for users who were invited but have not yet accepted.
Why This Matters: User Onboarding
Keep onboarding moving
A new user needs to accept the invitation email OnePlan sends after they are added as a Resource before they can access the environment. If that email is missed, deleted, or expires, resending it is the way to get the user unblocked without re-creating their Resource record.
Streamlines reissuing invitations
The Resend Invite icon on the Edit Resource form lets an admin reissue the invitation directly, so invitations can be easily reissued whenever a user reports they have not received or cannot find the original email.
Step-by-Step: Resending a OnePlan Invite
Task: Resend an Invite to a User
- Go to the Resource Center.
- Locate the user you want to resend the OnePlan invite to. Click the Edit icon next to their name. The Edit Resource form will open.
- At the top of the Edit Resource form, click the Resend Invite icon. The OnePlan invite email for your OnePlan Group is resent to the user.
Frequently Asked Questions: User Onboarding
Q: When should I use the Resend Invite option?
A: In OnePlan, use Resend Invite when a user has been added as a Resource but has not yet accepted their invitation email — for example, if the original email was missed or cannot be located.
Q: Where do I find the Resend Invite option?
A: In OnePlan, open the Resource Center, click the Edit icon next to the user’s name to open the Edit Resource form, then click the Resend Invite icon at the top of the form.
Q: Does resending the invite create a new Resource record?
A: In OnePlan, no. Resend Invite reissues the invitation email for the user’s existing Resource record — it does not create a new Resource.
What to Do Next: User Onboarding
Add or manage the resources you are onboarding:
Set up how those users authenticate once they accept:
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