Email Change Request Process

Through the Chapter Portal, authorized users may may changes to a member's record. One of the changes which can be made upon request by the member is the email address. There is a multi-step process to change the Preferred Email on a Contact record. Why multiple steps? The Contact record in Fonteva does not hold passwords. The passwords are held in a third-party site. When an email needs to be added or updated as the Preferred Email, the email needs to be changed on the Contact record in Fonteva AND in the third-party site holding the passwords. The email changes will take effect in both sites after the member confirms the change. Upon the confirmation, the member will be able to login to the AIA websites using the new Preferred Email address and the same password they used prior to the change.

Steps to Add or Change an Email Address:

1. From the Chapter Portal site, find the member's Contact record (use hyperlink from report result or use the global search bar).
2. From the Contact record, select "Email Change Request" (first screenshot).
3. In the popup dialog box, review the fields and update as needed:
   1. Is the Preferred Email Type to be changed?
      1. If yes, change the value in the dropdown.
      2. If no, leave it as set.
   2. Does the Personal Email need to be added or changed?
      1. If yes, make update in the field.
      2. If no, move down to Work email field for editing.
   3. Does the Work Email need to be added or updated?
      1. If yes, make the update in the field.
      2. If no, move to the Personal email field and edit.
   4. Update the "Do not contact by email" checkbox if requested by the member.
   5. Select "Save" (second screenshot).
4. After adding or making changes and saving, the member will be sent an email to the Preferred Email asking for confirmation.

Tips:

Upon saving the change request, the member will have 24 hours to confirm the change. If the member does not confirm the change within 24 hours, the change request will need to be cancelled and then started again.

If a member does not receive the email within 5-10 minutes (it should be received within a couple of minutes!), the member should change their Spam folder or reach out to their IT team for assistance. The email change request is sent from a "no reply" email address and could get diverted to spam or behind a company's firewall.

If a member does not remember their password and doesn't have access to the Preferred Email address (prior to the change request), the member must confirm the email address update and then use the "Forgot Password" option to update the password.