How to Update a Member or Teammate's Login Email

Introduction

There are a lot of cases where clients or even teammates need to change their email and continue using the platform with the new one. In such cases, there is a set of steps you need to take to make sure your clients can use a new email to log in and use the members' dashboard.

Table of Contents

Update a Members Email Address:

  1. Go to your clients' page on the admin dashboard
  2. Click on the "Edit" button
  3. Change their old email to the new one
  4. Click on "Update"
  5. Disable and then re-enable their access to the members' dashboard
    1. Click on the "Disable" button next to the "Members Portal Access" label
    2. Once it changes to "Enable" click on it again to send out a new "Welcome" email to your space to the new email address

Update a Teammates Email Address:

  1. Go to your teammates' profile page on the admin dashboard
  2. Click on the "Delete" button 
  3. Find the teammate in the Search field
  4. Click on their profile and change their information to the new one
  5. Click on "Update"
  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

Please note that the link contained in both of these emails is valid for the next 24 hours. If it is not used by the end of the time period, you should repeat the procedure from step 5 so a new one is generated.

 

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