Updating email address when a customer has a Customer Portal login

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There will be times when a customer needs to change their email address but they have a login to the Customer Portal.

First ask the customer to sign out from the Portal if they are logged in. They can do that by tapping or clicking on 'Account' and 'Sign Out' on the right hand side. On the next screen they need to confirm sign out by clicking red 'Sign Out' button.

To update their email in the Udio, go to the People page of the Responsible person, and:

• Add the new email address
• Drag the new email address to the the primary
• Click on the 'Send emails' button
• Select the correct email template
• Select the new email address
• Click 'Confirm' Information

The customer will then receive an email and click on the link to create a new password (they can use the old password), they will then be logged in with the new email address.

If the customer did not sign out at the very first step, link in the email will just open Customer Portal. They need to sign out and click the link again.