# Member Linking Management

# Description

This document outlines the procedures for inviting and managing member links within the application.

# Inviting Members to Link Accounts

1. Member Invite to Link with Existing Member

• Accesses the Principal account, clicks the "+ New Member" button
• Selects "Link to Existing Account," and confirms the addition with the required information.
• A success message displays, and the invitation is sent. Note:
• Not allow to link the same account twice.
• Attempts to link an account that has sub-accounts and submits the link invitation. An error message displays indicating the user has been a sponsor in others.

2. Member Appears in List with Pending Status

• Checks the list of linked accounts in Principal Account, the invited member appears with a Pending status.

# Link Invitation Notifications

1. Display Link Invitation Popup in Invited Member Account

• User has sent a link invitation, and when the invited member checks their notifications, a link invitation popup is displayed.

2. Accept the Link Invitation in Invited Member Account

• The invited member receives a link invitation and accepts it. The account is linked successfully.

3. Decline the Link Invitation in Invited Member Account

• The invited member receives a link invitation and declines it. The account remains unlinked, and an appropriate message is shown. Note:

• Invited account has acted on a link invitation (either accepted or declined), and when the user checks for new invitations again, the "Link Account Invitation" popup does not appear again.

# Conclusion

This document provides a structured approach for inviting and managing member links within the application, ensuring proper handling of invitations, status updates, and restrictions related to linking accounts.

# Screen flow

# Inviting Members to Link Accounts

# Link Invitation Notifications