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