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Change email address for contacts with Client Center portals

If a client or a contact changes their email address in the Client Center portal that will only change their sign in 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 Center.

Before you begin

An organization can’t have access to Client Center portals. Only individuals can have access to Client Center 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 Center.

Change email address in Client Center

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

Change email address in Onvio Center

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 Center, 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