Updating Client Email Addresses

If you need to update a clients e-mail address, there are two places that where that might be necesarry.

OPTION 1: From the Contact Info tab (To Save Client Contact Information)

Step 1: Navigate to Search Clients then input the name of the desired client.

Step 2: A dialog box will appear allowing you to access the client page by clicking Go to Client Page.

Step 3: Click on Contact Info tab then under the Personal Email portion, click Edit.

Step 4: A pop-up box will appear where you can edit the email address then click Add E-mail.

OPTION 2: From the Client Portal tab (To Update the Client Portal Login Username)

Step 1: Navigate to Search Clients then input the name of the desired client.

Step 2: A dialog box will appear allowing you to access the client page by clicking Go to Client Page.

Step 3: Click on Client Portal tab then click the Delete option located at the right corner of the user.

 

Step 4: To replace the deleted user, click on +Add New User. A pop-up box will appear, enabling you to input the new email address and set the user's accessibility then click Submit.

 

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