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:
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Changing an email address within their contact profile does not change the contact's portal username/login.
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 -
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.
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:
- Navigate to the Contacts (or Speakers) module and locate the contact you want to update.
- Select the pencil icon to the left of the record to access their profile.
- Navigate to the Edit page.
- Within the Details box, select Options > Change Portal Username
- Within the pop-up model, type the new email address within the New Username field and select Update.