Manage Portal Access

After inviting a client to their portal, you can manage their access at any time — including resending their invite, updating what they can see, or revoking access entirely. You can make these changes directly from the case at any point.

Resend a portal invite

If a client did not receive or lost their original invitation, you can resend it directly from the case.

1. Open the case.

2. Click Send Portal Invite.

3. Select the client from the list.

4. Click Resend Invite.

Update portal sharing

You control what the client sees in their portal. Manage document and update visibility from the relevant tabs inside the case (Documents, Case Updates).

View portal activity

All client interactions with the portal are logged in the case timeline. This lets you track when they view shared items, send messages, or complete tasks.

Related: Invite a Client to Their Portal · Revoke Portal Access · What Clients Can See and Do