Using a family member’s email

When two client accounts are linked as family members you can choose to disable one family member’s login privileges and send all their email messages to the linked family member’s email address. These linked accounts will share email login information. This action can be reversed at any time.

NoteClients must first be added as family members before you can perform this action.

In this article:

To use a family member’s email address:

  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID. The client in this case is the family member whose email address will be used. For example, if a parent’s email address will be used for a child’s profile, enter the parent’s client information.
  2. In the list of clients that is displayed, click the client’s name.
  3. On the side menu, click Relationships, and select the client whose login information will be disabled.
  4. On the side menu, click Profile Details.
  5. Under EMAIL ADDRESS, click Disable login account.
  6. In the confirmation popup, click OK.
  7. Under EMAIL ADDRESS, select the Use [family member]’s email checkbox.
  8. Click UPDATE ACCOUNT.

To stop using a family member’s email address:

  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID. The client in this case is the client that is currently using a family member’s email address.
  2. In the list of clients that is displayed, click the client’s name.
  3. On the side menu, click Profile Details.
  4. Under EMAIL ADDRESS, select the Create Login Account checkbox.
  5. Enter the client’s email address in the email field.
  6. Under PASSWORD, enter the new password for the client’s account.
  7. Under RE-ENTER PASSWORD, re-enter the new password for the client’s account.
  8. Click UPDATE ACCOUNT.
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