The way you change a client’s email address will depend on whether or not they have accepted the portal invitation/activated their account.
You can only change their email address if they have not yet accepted the portal invitation (A below). If they have already accepted the invitation, only the client or support team can change the email address (B below).
A) If the client has not yet accepted the invitation to the portal:
- In the Partner Portal, navigate to the Client in the Client list.
- Click on the client’s name.
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In the drop down screen, click 'More actions' from within the Account owners area, then click 'Change email address'.
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Add the client’s correct email address.
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Click ‘Change email’ to confirm.
B) To change an email address if a client has accepted the invitation:
The client can change their email address themselves in their portal. Please have them refer to How do I change the email address I use to log in?