SettingsTeam
Revoking an Invitation
How the revoke action works on invitation rows, including multi-business invitations and what happens when the last assignment is removed.
Use the trash action on a pending invitation row when the invitation should no longer be accepted. On a phone, tap the invitation and choose Cancel invitation, or swipe its row right for it. Work Planner asks for confirmation before it removes anything.
What The Revoke Action Removes
- Single-business invitation: the invitation record is removed, so the recipient can no longer accept it.
- Multi-business invitation: revoking from the current business removes that business assignment first. If the invitation still has assignments for other businesses, those remain in place.
- Last remaining assignment: if the business you revoke is the last assignment attached to the invitation, Work Planner deletes the invitation completely.
What It Does Not Change
- Accepted invitations: accepted invites cannot be revoked through this flow.
- Existing team members: revoking a pending invitation does not remove anyone who has already accepted and joined.
When To Revoke
- Wrong email: the invitation was sent to the wrong address.
- Wrong business mix: the invitation includes a business the person should not receive.
- No longer needed: the person should not be joining after all.
Related articles
- Pending Invitations Panel: the panel where revoke buttons live.
- Inviting a Team Member: what to use if you need to send a corrected invitation afterwards.
- Team Screen: the page that keeps both pending invites and existing team members together.