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Updating a Contact’s Email Address vs. Portal Username

Whether a contact has a new email address or prefers to use a different one than what is currently being used, changing a contact's email is simple; however, there are two important things to keep in mind:

  1. Changing an email address within their contact profile does not change the contact's portal username/login.

    Screenshot 2025-04-24 at 9.57.41 AM

    The contact will still be required to use the old email address to log into their portal. If the contact attempts to log in to the event portal using the new email, they will receive the following error message
    Screenshot 2025-04-24 at 10.01.09 AM

  2. The old email address will continue to receive email notifications for new tasks assigned to the portal (if enabled), weekly digest emails (if enabled), and new message email notifications on file request tasks.

    Screenshot 2025-04-24 at 9.58.54 AM

How to Change the Portal Username

To ensure the contact can access the event portal with the correct email, follow the steps below to update the contact's portal username:

  1. Navigate to the Contacts (or Speakers) module and locate the contact you want to update.
  2. Select the pencil icon to the left of the record to access their profile.
    Screenshot 2025-07-31 at 8.51.26 PM
  3. Navigate to the Edit page.
  4. Within the Details box, select Options > Change Portal Username
    Screenshot 2025-07-31 at 8.50.18 PM
  5. Within the pop-up model, type the new email address within the New Username field and select Update
    Screenshot 2025-07-31 at 8.48.46 PM