Contact & account in a client’s record helps you with the questions that come in at the front desk: I can’t get in, I didn’t get an email.
How far they’ve got. A timeline showing when they were invited, opened the link, first used the app, completed their onboarding and last opened the app.
Their email address. You only see it if you have the Contact details permission. Every time someone looks it up, it’s recorded in the log your client can view themselves.
Fixing a typo. As long as the invitation is open, you can correct the address. A new invitation then goes straight to the right address, and the old link stops working. If they’ve already chosen a password or used the app, the account is theirs. They then change their address themselves in their settings.
Sending a reset email. If they can’t remember their password, send them a reset email. They choose a new password themselves; you don’t see it, and that’s how it should be.
Who can do this. Three separate permissions: Contact details (viewing), Correct address and Account help (reset email). The owner sets them per colleague under Practice & system → Team.