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The Preparers/Translators added in Form I-9 Section 1 can be managed through Invitation personalization related actions.

All preparers/translators that are invited in Form I-9 Section 1 will appear in Invitation Personalization under proxy users list. This can be seen in the following example:

Example: List of Preparers/Translators invited in Form I-9 Section 1



To check the Preparers/Translators in Invitation Personalization, click on 'Invitation Personalization' link under 'My Accounts' in the menu navigation on the left.




In the Invitation Personalization page, click on 'Manage Proxy Invitation(s)' link.




This will display list of all Preparers/Translators added in I-9 Section1.




Click on the 'Actions' link, if you want to perform 'Resend Welcome/Revoke' action on the preparer invitation.




Let us consider another scenario where the New Hire adds the same preparer twice in Form I-9 Section 1.




Since this is a duplicate entry, one of the invitations needs to be revoked. This can be done by navigating to Invitation Personalization.

Click on Home icon on the right side of the top menu bar. Select 'Invitation Personalization' link under 'My Accounts' in the left menu navigation.




When the Invitation Personalization page opens, click on 'Manage Proxy Invitation(s)' hyperlink.




Click on 'Action' and select ‘Revoke’ on one of the invitation rows.




Click on 'Yes' to continue.




The status shows as 'Revoked' for the invitation.




Navigate back to Form I-9 section 1 and click on the 'Preparer/Translator' drop down in the preparer section. Now, you will see only one row for the preparer. 





These actions can be used to resend invite to the preparer or revoke the invitation that has been sent to the preparer. This is explained in detail with an example below:




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