How do I change client's email which was entered incorrectly?

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Lisa Lund

• January 17, 2021 17:42

I set up client with wrong email and need to change it.

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  Ruth

  • January 21, 2021 00:18

  Hi Lisa, go to your client's file > Edit, from the Client Info tab scroll down to the Emails section, edit the email address and hit the Save button at the bottom of the page. You should get a fly-out notification prompting you to resend the email invitation to join the Client Portal. If you bypass this notification, go to the Client Portal tab, use the dropdown menu for the email options, select the correct email address and enable Client Portal access for this email. Let me know if that works! 

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