How to Update a Member or Teammate's Login Email

Introduction

There are cases where clients or teammates need to change their email and continue using OfficeRnD with the new one. Here's how to let your clients use a new email to login and use the members portal.

Contents

Update a Member's Email Address:

  1. Go to the member's profile page on the Admin dashboard.
  2. Click on the Edit button.
    Edit_btn.png
  3. Change the old email to the new one and click on Update.
    Edit_member_3.png
  4. Disable and then re-enable their access to the members portal.
    • Click on the Disable button next to the Members Portal Access label.
      mpa_disable.png
    • When it changes to Enable, click on it again to send out a Welcome email to the new email address.

Update a Teammate's Email Address:

1. Navigate to Settings/My Account/Teammates
2. Click on the cogwheel next to the teammate whose email you wish you to update and choose delete.

Note: This will not delete the teammate, it will only remove their admin permissions.

Delete_teammate.png

3. From the Community module, open the teammate's profile page.

4. Click on the Edit button.

Edit_btn.png

5. Change the email address to the new one and click Update.

Edit_member_3.png

6. Go back to Settings/My Account/Teammates.

7. Click on the Add Teammate button in the top right of the page.

8. Re-add the teammate and click Invite so a new invitation email gets sent out to the new email address.

Note
: The invitation link is valid for the next 72 hours. If it is not used by then, you should repeat the procedure so a new one is generated.

Invite_btn.png

Note: You cannot update your own email this way, as the steps involve removing your current permissions. An admin will have to do it for you.

 

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