Common

Change email address for contacts with Client Centre portals

If a client or a contact changes their email address in the Client Centre portal that will only change their login email address.
To receive notifications in a different email address, a staff member with permission to update contact information must change the client's or contact's email in Onvio Centre.

Before you start

An organization can not have access to Client Centre portals. Only individuals can have access to Client Centre portals.
You need to set up a person as a contact (for example, your client's employee), and add a relationship between your client and that individual.
Then, give that contact access to Client Centre.

Change email address in Client Centre

This will change the email address a contact uses to log in the Client Centre portal.
  1. Log in to the Client Centre portal with your original email address.
  2. Select your name in the Client Centre home screen.
  3. Select
    Edit Profile
    .
  4. Change the email address in the Account Information tab, then select Save.

Change email address in Onvio Centre

This will change the email address a user receive notifications. A staff member with permission to update contact information can make this change.
  1. In the Onvio Centre, go to Setup, then All Contacts.
  2. Select the contact, then select Edit .
  3. In the General tab, change the email address, then select Save.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff