Deactivate Client Portal

How to revoke access to the client portal on a case.

• NOTE: This can only be done by a firm administrator, or a user with the “User Can Create Client Portal” advanced permission.
• Navigate to any tab of a case.

• Click on the dropdown arrow.

• 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.