Introduction
This article outlines the instructions for a Regulator/Agency to change the email address that an Applicants and Licensees use for logging into the Portal. Keep in mind that Portal Users such as License Applicants, and Licensees can update their account email address through the corresponding License Application Portal or Licensee Portal. This guide however, outlines the steps from within the Workbench for an agency to update the email address used for a Portal User's account.
Are you a Portal User looking to update the email address for your account?
Check out our Support Page article: Change the email, password, or security questions on your Portals account
1. Select the grid icon towards the upper-right corner of the screen and choose the Register module.
2. Select Individual Registration > Profiles topic from the navigation panel.
3. Use the search field or column filters to search for the applicant/licensee user account to edit.
4. To open a profile, highlight the record, and double-select in blank space or once highlighted select the Pencil icon.
5. On the Profile screen, locate the Portal Access Credential field and select the arrow icon.
6. Update the username and email address on the Portal User screen (notice the new breadcrumb at the bottom of this screen).
The E-mail Address field here is used to log into the Thentia Cloud portal.
7. Select the Save icon (diskette) to save the email change.
Applicants/Licensees can change the email used for login themselves when logged into the Thenia Cloud Portal under Account Settings.
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