To support consistent and effective use of Plannr, the following best practice article will outline what needs to be completed when a Client has a new email address.
We recommend you add a new email address rather than deleting the previous one. This ensures a clean audit trail.
Adding a new email address
Click Add New > Email
Complete the relevant fields
If this is a new primary email address, select the client in the Set primary box - you can add multiple Clients here if you need to update it for more than 1 person!
Once all information has been added, click Save
You'll then be presented with the new email address.
Updating Portal Access
If your clients are using the Client Portal, we recommend they update their email address within the Portal itself.
To do this, direct your Clients to the Settings page within the Portal - found in the bottom left of the screen.
Here they'll be able to update their email address.
Alternatively, you can remove their existing login and re-issue with their new email address.