Change client portal login email addresses

Your clients access the client portal using the email address supplied as their contact email.

If you subscribe to IRIS Elements Practice Management

Typically, the first email listed for the contact (client record, Contact tab) is used to access the client portal. If an existing client portal user wants to use a different email address for access, you must add a new email address and swap the listed order so it appears as the first:

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. On the Contacts tab, find the contact whose email address is changing. Copy this email address.
  4. Select Add email. Paste the email address into this new email box.
  5. Enter the new email address in the top box, then select Save.

You can also update your client's email address in their contact information.

If you don't subscribe to IRIS Elements Practice Management

Only the primary contact can be granted access to the client portal. If a different email address is needed to access the portal, change the email address:

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. On the Contacts tab, edit the email address, then select Save.