How to change the client’s primary email address on the Back Office Dashboard?

In GuardsPro, you can create client profiles and invite clients to access the Client Web Portal using their email address. At times, you may need to update the client’s primary email to ensure accurate communication and record‑keeping.

Changing the client’s primary email address is quick and simple. Once updated, all future communication will be sent to the new email address, while the client can continue accessing the portal with their previous login credentials.

✅ This guide will walk you through the steps to change the client’s primary email address on the Back Office Dashboard:

🧭 Step 1: Navigate to Clients

• Click on the Clients tab from the main menu.

• Select Clients from the dropdown.

• From the list of clients added, select the client whose email address you want to update.

✏️ Step 2: Edit Email Address

• Under the Profile tab, locate the Email field.

• Enter the new primary email address.

• Click Update to save the changes.

🎯 That’s it! You’ve successfully updated the client’s primary email address in GuardsPro. The client can continue accessing the Client Web Portal using their existing email address. However, if their login email needs to be changed, please remove the client and invite them again using the new email address.

For any further questions, please feel free to contact our support team anytime.

Please feel free to watch our informative tutorial video on YouTube: