How to Revoke Client Portal Access
You can revoke a client's portal access after a project ends or whenever they should no longer open the shared portal.
Step 1: Go to the Client's Detail Page
Navigate to Clients and click on the client whose portal access you want to revoke.
Step 2: Click "Revoke Portal Access"
On the client detail page, find and click the "Revoke Portal Access" button. Confirm the action when prompted.
What Happens After Revoking
- The client's portal link immediately stops working.
- Any attempt to access the portal will show an error message.
- The client's data (invoices, proposals, etc.) remains in your system: only portal access is removed.
- You can re-enable portal access at any time by sending a new portal link.
Tip:
Revoking portal access is non-destructive. No data is deleted. You can restore access by sending a fresh portal link at any time.