Integrations
Mobile App
How to edit a client's email address from the agent portal
Here we will go over how to edit a client's email address from the agent portal
To edit a client email address from the agent portal select the three dots next to the client card
Select “Change email”
Enter the new email address and select ‘Submit’
An email will be sent to the new email address to be verified.
Select ‘Click here’ to verify the new email.
Please note: the link will expire in one hour. If the link does expire, you can resend the link by following the same process from the beginning in the agent portal.
Once that's done, the email will have now been changed.
Your client can now set up their password and 2fa by selecting 'forgot password' on the login screen
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