If a client changes their email address, there are a few places you’ll need to update that for the client in the Platform so they can begin logging into the Client Portal with their new email address. Be sure to complete all the steps below when needed:

Update Client Contact Info

1. Navigate to Communicate > Contacts.
2. Locate the Client that needs to be updated and click edit .
3. Update the Email Address.
4. Click Save.

Update User and Send Password Reset

1. Navigate to Run Business > User Management > End-Client Access.
2. Locate the Client's user profile and click edit .
3. Update the User ID to with the client’s new email. This will be the user ID the client uses to log into the Client Portal going forward.
4. Click Reset Password. This will send a system-generated email to the client with a link to update their login password.
5. Click Save.