Profile: Client Tab

Profile - Clients Tab

The Clients tab lets you view a list of all Clients that have been invited to a Project within your Firm. You can click on Show details / Hide details to expand or collapse additional information about that Client's role in your firm. This is also where you can edit the Client's user details or delete the Client:

Navigate to your Profile and click on the "Clients" tab.
Here you will see a full list of your clients. You can scroll to your desired client or use the search bar to search the client by name. Below, the highlighted icons are used to Edit client information.

Next, click the highlighted "Edit" above the email. This email is separate from what could be inside of the person record.
Once the invitation is sent out to the original email then that becomes the email for the client account. Changing the email here will update the email for the client account.

After you make your email change then click "Update".