How to revoke access to the Client Portal on a case.

NOTE: Only firm administrators or a user with the User Can Create Client Portal advanced permission can complete this action.

Navigate to any tab of a case.

Click on the dropdown arrow to the right of the case status.

Click on Client Portal.

A pop-up window will appear.

Click Deactivate.

Another pop-up window will appear to confirm deactivation.

Click Deactivate.

The client will no longer have access to their portal.