There may be times when a client's email needs to be updated for the Client Portal. This article details how to make that change.
Updating the Contact
Before you make any changes to your client's portal access you'll want to change the email associated with your client's contact. For more information on editing a contact record, please view our article on editing contact records here (will insert link once available)
Disabling all Portal Access
In order to change the email associated with a client's portal login, you must first disable all portal access for each matter. To view a comprehensive list of the matters your client has access to you can select your client's contact, mouse over the "Portal" tab, and select the "Portal Access list." Here you will see a list of all of the matters your client has ever had access to. Now select the button labeled "Revoke ALL Access"
After selecting 'Revoke ALL Access', you'll see that all the matters which had "Yes" under the "HAS ACCESS" column now say "No"
Re-enable Access as Needed
Now you'll need to re-enable portal access by matter. To do this select the matter name from your matter list. Navigate to the client portal and select the Portal Access client checkbox.
You'll now be able to edit the client's email address. Make sure you hit save! Repeat this process for all applicable matters.