Updating Client Portal Email Adresses

Modified on Mon, 03 Jul 2023 at 06:25 PM

There may be instances where a client's email address needs to be updated for the portal. This article will show you two ways to update a client's email address for the client portal.

Before updating a client's email address for the client portal, it is important to first update their contact information with the correct email address. This can be done by accessing the contact's information and making the necessary edits. For more detailed instructions on editing contacts, refer to our Editing Contacts user guide article -  Editing a Contact.

Option 1

  1. Go to the matter in question

  2. Click on the Portal Icon

  3. Select the client/party you would like to update

  4. Untick the portal access box

  5. Click save

  6. Tick the portal access box. This should now show the new email address

  7. Click Save

Option 2

  1. Select your client's contact

  2. Mouse over the Portal tab and select "Portal Access list."

  3. Here, you will see a list of all the matters your client has ever had access to

  4. Select the button labeled "Revoke ALL Access."

  5. After doing so, all the matters which had "Yes" under the "HAS ACCESS" column will now say "No."

  6.  Now you'll need to re-enable portal access by matter. Select the matter name from your matter list

  7. Navigate to the client portal tab and select the Portal Access client checkbox

  8. You'll now be able to edit the client's email address. Make sure you hit save!

  9. Repeat this process for all applicable matters.

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