Revoking Portal Access or Specific Permissions

Overview
If a client relationship ends or you need to restrict access, you can turn off portal access entirely or disable individual modules.

Steps

1. Open Customers > Permissions for the customer.

2. To revoke all access, toggle Portal Access to Off and save.

3. To revoke specific modules, toggle those modules to Off and save.

Tips

• Revoking portal access does not delete historical data—reactivate later if needed.

• Consider sending a courtesy notice when disabling their portal.