Updating TeamLink Logins Manually In The Contact Profile Form
- Click the Global Search icon (magnifying glass) at the top of the Main Menu.
- Enter the contact's last name to search.
- In the search results listing, click on the record to view the Contact Details form.
- Click the pencil icon to edit.
- Scroll down to the TeamLink Portal section.
- Enter the User Login and click the External User checkbox.
- Click the 'Save' button.
- Click the 'Change Password' link.
- In the popup form, enter a password and confirm by re-typing it.
- Click the 'Save' button in the popup form.