You change the email address of a team member or a company contact on their contact record. Nobody can change their own address on their User Profile page, where it's shown but locked, so ask an Administrator.
Who can change it
- Administrators can change anyone's address, including their own.
- Finance Managers, Portfolio Managers and Project Managers can change it only for people with no roles, whose Invitation Status is blank. For anyone else, Avaza says "You must be an Administrator to change the email address for users".
Change the address
Open Contacts and go to the Team or Company Contacts tab.
Click the person to open Edit Team Member or Edit External Contact.
Type the new address in Email Address and click Save.
The new address can't belong to anyone else in your account. Company contacts at different companies can share one, within some rules: see duplicate email addresses.
What happens next
That depends on the person's Invitation Status:
- Accepted (green tick) or invited (Resend): Avaza always sends an invitation to the new address, even if Send Email Invite to User is unticked. The person clicks the link in it to get back into your account, and from then on signs in with the new address. The old address no longer opens your account.
- Roles but not invited yet (Send Invite): Avaza sends an invitation only if you leave Send Email Invite to User ticked.
- No roles (blank): nothing is sent, because the person has no access to your account.
If you change your own address, Avaza signs you out straight away. Open the invitation sent to your new address to sign back in.
The change applies to this Avaza account only. If the person also belongs to other Avaza accounts, they keep signing in to those with their old address.
Only the link in the newest invitation works. If it doesn't arrive, ask the person to check their junk or spam folder, and see whitelisting Avaza emails. You can send it again with Resend on the Contacts page. See managing users for more on invitations.