Change a client's email address
Last updated 29 April 2026
You can change a client's email address from their record in Money Alive Office, but only before they have logged in for the first time. Once a client has authenticated, only they can update their own details.
Steps
- Open the Clients directory and find the client.
- Click the client to open their record.
- Click Edit.
- Update the email address.
- Click Save.
- Resend the email invitation so the client receives it at the new address.
Troubleshooting
| Symptom | What it means | What to do |
|---|---|---|
| Edit button is disabled or greyed out | The client has already logged in and is now authenticated. | Ask the client to update their own email under My Account. |
| Client is marked as an example client | Example clients cannot be edited after creation. | Create a new client record with the correct email. |