Question

Remove client from portal

  • 8 August 2023
  • 3 replies
  • 30 views

Userlevel 1
Badge +2

I need to remove access to the client portal for a former partner. I see how to add client access to the portal but can’t figure out how to remove someone. 

The client account needs to remain in Digits, I just need to remove access for one of the parties who has now left the company.

Can you tell me how to do that? 

Thank you 😊

 

 


3 replies

Userlevel 2
Badge +2

Hey @bfausett21,

I want to make sure I understand your request fully before providing some guidance. 

Do you want to remove access to a client’s portal from a partner of yours/your firm? Or is it you want to remove access to a client’s portal from an old employee of that clients? 


Dakota 
 

Userlevel 1
Badge +2

Remove access to a client’s portal from an old employee of that client. 

Userlevel 2
Badge +2

Thanks for confirming @bfausett21 -  this is something we will need to do on our side.

If you can DM, or email me (community@digits.com) the client details that would be much appreciated and will allow me to get that old employee removed.

Dakota  

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