Revoke Portal Access

If a client should no longer have access to their portal — for example, if the case is closed or the client relationship has ended — you can revoke their access directly from the case. Revocation takes effect immediately and does not affect any of the case data or documents.

Revoke portal access

To remove a client's access to the client portal:

1. Click on Contacts tab in sidebar
2. Select the contact you want to revoke portal access for
3. Scroll down to **Associated Cases **
4. Find the case they are linked to and click the 3 dots to Unlink from case

Related: Invite a Client to Their Portal · Manage Portal Access · Client Portal Overview