Viewing your connections

The Connections page displays all pending and active connections.

To access the Connections page, in the toolbar, under Templates, click Connections.

The In Progress tab lists all outstanding connection requests. The Active tab lists all active connections. You can filter the grid by Status to view connections with specific statuses.

In Progress Statuses

• Sent—An invitation has been sent to the payee, but the email is not yet opened.
• Pending—The payee has opened the email, but has not yet shared their information.
• Expired—The payee did not respond within 30 days, and the invitation link has expired. Send a new invitation to invite the payee again.
  
• Activation Required—The payee has accepted the invitation and shared their contact and banking information. Review and activate the connection to proceed with payments.

Active Statuses

• Active—The connection is confirmed. You can now send payments to this payee.
• Reactivation Required— The payee has updated their account information. Review the changes and reactivate the connection to proceed with payments.

 Actions Menu

Click the dropdown icon in the Actions column to access the menu options:

• View—View the connections details.
• Remove Invitation— Removes an expired invitation. Available only for connections with an Expired status.
• Copy Invitation Link— Copies the invitation link to your clipboard so you can share it directly with your payee. Available only for connections with a Sent or Expired status.
• The red ! icon indicates action is required. For example, the invitation has expired or the connection requires activation.