How to revoke access to the Client Portal on a case.
- NOTE: Only firm administrators or a user with the User Can Create Client Portal advanced permission can complete this action.
- Navigate to any tab of a case.
- Click on the dropdown arrow to the right of the case status.
- Click on Client Portal.
- A pop-up window will appear.
- Click Deactivate.
- Another pop-up window will appear to confirm deactivation.
- Click Deactivate.
- The client will no longer have access to their portal.
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