Change a client's email address
Last updated 13 October 2026
You can change a client's email address until they sign in for the first time. After that, only they can change it.
Change it
Go to Client directory and click the client. See Search your clients.
Next to Email (1), press Edit (2).
Enter the new address and save it.
Send the invite again, so it goes to the new address. See Send a box set invite.
If it won't save
You can't change the email if:
- the client has already signed in. Ask them to update it themselves;
- the client is also with another firm. Contact us and we'll help;
- another client already uses that address. Each email address can only belong to one client.