[Account Owner] How to Edit a Client's Profile: Name, Email, etc.
Please note that if your firm has disabled advisor ability to edit any client attributes, only the Account Owner and their Firm Admins can edit those attributes on a client profile.
To edit a client's profile information:
1. Go to Clients > View Client for the person you want to update
2. Click Edit Profile
3. Update the desired information and click Save Profile
When you edit a client's name, anything new created for the client will reflect the changes on invoices and subscription invoices.
Need to change the client's email?
If the client is still Unregistered and doesn't have any payment information entered into their account, you'll see the option to update their email. Otherwise, only clients can update their own name and email address in their Profile when they are logged in to their account!
One of the ways we stay compliant and secure is by not giving the advisor the ability to change the email after they have registered or have payment information entered into their account. 🔒 Read more here.