To update a client’s email address in Truss, first select the project from your Projects list. Then follow these steps:
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Select the client’s initial on the project page.
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Click “Wrong Email? Click here to fix.”
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Enter a new or correct email address.
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Click “Proceed with the fix.”
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Select “Copy Magic Link”
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This allows you to copy the link and send it to the taxpayer outside of Truss.
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Click “Send Access Link.”
