In order to update a Contact that has been set up as “Client” to a “Staff or Firm Admin”, you must delete the Contact and start over.
Please have your firm admin do the following.
- Login at https://portal.safesend.com/login.aspx
- Go to "Contacts":
- Find the contact you wish to change:
- Select the box next to the contact
- Select Delete/Deactivate
- Delete User
- Add the contact again and select the new user group