You can share an email address between clients whose profiles are linked as a relationship. Once shared, all emails will be directed to this address. This action can be reversed at any time.
Share an email address between relationship accounts
To share an email address between relationship accounts:
On the Top Nav Bar, click the Search
button, enter the client’s information, and click their name to access their client profile.On the side menu, click Relationships.
Select the relationship client to share with.
On the side menu, click Profile Details.
Under Email address, click Disable login account.
In the confirmation popup, click OK.
Under Email address select the Use [relationship]’s email checkbox.
Click Update Account.
Stop using a relationship's email address
To stop using a relationship's email address:
On the Top Nav Bar, click the Search
button, enter the client’s information, and click their name to access their client profile.On the side menu, click Relationships.
Select the relationship client to share with.
On the side menu, click Profile Details.
Under Email Address, select the Create Login Account checkbox.
Enter the client’s email address in the email field.
Under Password, enter the new password for the client’s account.
Under Re-Enter Password, re-enter the new password for the client’s account.
Click Update Account.