Relius WebClient

[Guest Jennyb473]

I am hoping not to have to put a support ticket in for this since they are so backlogged. Has anyone else figured out how to add a Preparer to Web Client? The process should be easy, however I am realizing that my "playing around" in the system in the past has now created problems. In order to test things out and see how emails would look as if we were the client, etc I set up a few email addresses in the office as clients - now I need them to be preparers and I have no clue how to delete them as clients and make them preparers!!!! Is this even possible? We're really hosed if it isn't possible.....

Anyone have any suggestions?

[Bill Presson]

I am hoping not to have to put a support ticket in for this since they are so backlogged. Has anyone else figured out how to add a Preparer to Web Client? The process should be easy, however I am realizing that my "playing around" in the system in the past has now created problems. In order to test things out and see how emails would look as if we were the client, etc I set up a few email addresses in the office as clients - now I need them to be preparers and I have no clue how to delete them as clients and make them preparers!!!! Is this even possible? We're really hosed if it isn't possible.....

Anyone have any suggestions?

To add a preparer, you click Plan Management, Manage Preparers, Add Preparer.

I'm not sure if you can delete a client, but you can edit the client and make them inactive. That should work.

[Guest Jennyb473]

i actually just spent some time in the Web Client FAQs and discovered if you change the email address on the client you then can create the preparer. of course if you don't have 2 emails available you may have to change one to a dummy email to get it to work. But for my purposes for now, I think I'm back in business!