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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 😊
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Hey
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
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Remove access to a client’s portal from an old employee of that client.
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Thanks for confirming
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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