Before a client is invited to the portal, their name, phone number, and email address will be updated in each sync to reflect what is in your ERP. At this time, anyone who has access to the client can edit their contact information. However, if it does not match what is in your ERP, it will be overridden upon the next sync.
Once a client has been invited, the ability to edit their information is restricted to only Super Admins and we will no longer sync changes in from your ERP.
Note: Editing contact information after an invitation is sent out can impact the ability of the customer to accept their invitation. Always resend the invitation after updating contact information if it has not previously been accepted.
To update contact information on a client:
- Go to the Clients tab and find your desired client.
- Click on the name to open the account profile.
- Use the drop down menu below the client name to navigate to Client Profile.
- Use the fields on the Client Profile to make the edits that you need.
- Scroll to the bottom of the screen to save your changes.
Note: You must be a Super Admin to edit contact information after the client has been invited.
Keep in mind that the contact information on the profile is your client’s login credential. If updates are made after they have activated their account, ensure they know what they need to use to log in.
The updates will not be posted into your ERP. However, anytime client contact information is changed an email will be sent to the email address designated under Admin > Locations > Client Contact Updates Notifications. To learn more about location notifications, check out this article.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.