How to decline client access to portal

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Letisha Hogans

• April 14, 2022 13:30

I have a client that I am no longer seeing how do I remove portal access.

 

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  Sara

  • April 18, 2022 19:00

  Hi Letisha,

  To remove Client Portal access, go to the client's Overview page > Edit > Client Portal to disable the Client Portal for the client.

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