Revoking a Client's Portal Access

Modified on Thu, 12 Jun at 3:14 PM

You can revoke a user's access to the Client Portal.

To do this:

In Practice Management, view the matter you want to revoke access to the Client Portal for. (See Editing a Matter for help.)
Click the Portal menu icon. The Client Portal is displayed.
In the Portal Parties list, select the user you want to revoke access for.
Clear the Portal Access checkbox.
Click Save. Access to the portal is revoked and the user is notified via an email.

CAUTION: You cannot close a matter if the Client Portal is still enabled for a user. If you attempt to close a matter with portal access still enabled for any user, you will receive a message indicating that there is a portal user associated with the matter. Therefore, before closing a matter, make sure to revoke portal access for all relevant users.