Quick Answer
To resend an invitation in DentalOS, go to 'Users', find the user with a status of 'Invited', open the three-dot menu, and select 'Resend invite'. For users without an email address, use 'Manual setup' to generate a setup link and code to share directly with the user.
Applies To
Product: DentalOS
Plan: All plans
Role: Admin
Steps
- Select 'Users' from the main navigation.
→ You will see: the user list with a 'Status' column showing each user's current state.
- Find the user whose status is 'Invited'.
- Select the three-dot menu next to that user and choose 'Resend invite'. Confirm when prompted.
→ You will see: one of two outcomes depending on whether the user has an email address on file (see below).
Users with an Email Address
DentalOS sends a new invitation email to the user.
Users without an Email Address
The option is still labeled 'Resend invite', but no email is sent. A "Can't send invitation" message explains that an invitation can be sent only if the user has a valid email address.
- Select 'Manual setup' to generate a setup link and a setup code.
→ You will see: the 'Manual setup' panel displaying a 'Setup link' and a 'Setup code', each with a 'Copy' button. A "Code created successfully" confirmation appears at the top.
- Copy the setup link and setup code and give them directly to the user. Do not send this information by email or text.
Expected Result
The user receives the setup link and code, opens the link, enters their username and the setup code, creates a password, and signs in to DentalOS. The setup code is valid for 24 hours or until first use. If the user successfully signs in, the setup is complete.
Need More Help?
If these steps did not resolve your issue, contact Planet DDS Support and include the following:
- Screenshot or screen recording of the issue
- Your account name or Practice Group ID (PGID)
- The exact error message text, if any
- What you were doing when the issue occurred