How to Update a User’s Email Address in Practice Pro
Updating a user’s email address ensures they can continue to use their Practice Pro account without interruptions. Below is the step-by-step process for updating an email address and ensuring the change is reflected in the system.
Steps to Update an Email Address
Update the Email Address: - Navigate to
Firm Settings → Memberswithin Practice Pro. - Locate and update the desired user’s email address.Send the Activation Invitation: - Once the email is updated, an invitation will be automatically sent to the user’s new email address. - The email contains instructions for account activation and password setup.
Ensure User Activates the Account: - The user must follow the activation link in the invitation email to complete their account setup. - Once the activation is complete, the new email address will be visible in Practice Pro.
Troubleshooting: Missed or Undelivered Invitations
If the user does not receive the email invitation:
Resend the Invitation: Navigate back to
Firm Settings → Membersand select the option to resend the email.Check Spam or Junk Folders: Verify with the user that their new email address is entered correctly and ask them to check their spam or junk email folders.
Additional FAQ
Do I need to create a new member profile for the user? No, you do not need to create a new profile. Simply update the existing email address following the process described above. Users can continue using their existing accounts once they complete activation for the new email address. This ensures continuity of their account and access to previous data. By following these steps, you can ensure that any email address updates and activations are handled seamlessly. What happens if the user doesn’t activate their account? The updated email address will not reflect in Practice Pro until the user completes the activation process.