When I discharge a client, I change their status to inactive. Can that inactive client still log into their portal? If so, what do they see when they log in? What features can they access?
If we need to upload a document to an inactive client's portal and then share it with that inactive client, can we do that while still maintaining their inactive status? Or do we need to make them active in order to upload and/or share the document, and then change them back to inactive?
If inactive clients can still access their client portal, can we disable them from accessing the portal? I would like to disable portal access but not delete an inactive client because obviously I want to maintain my files. Thank you.
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