Updating customer representative email addresses, versions released June 2022 or later

Use this procedure to update the email address of a customer representative in versions of Financials released in June 2022 or later. If you are upgrading from an earlier version of Financials, then do not use this procedure.

  1. Click the Edit icon next to the email address.
  2. In the Update Email Address dialog box, specify the new email address for the contact and click Save.
    The representative receives an email notification about the change. The new email address must now be used to sign in to Billing and Receivables Portal.