Delete a Client Portal Account

While you can revoke access to the secure client portal, you can also delete a portal account completely. 

Note: This action removes the email and password associated with the account, which means that if you invite the deleted client back to your portal in the future, they will need to set up new login credentials.

1. From the home page, click the speech bubble icon.
2. Locate the client from the list on the left or use the search option,
3. Click the client's name to open their secure portal screen.
4. Click the three dots icon on the top right and select Delete Account.
5. A confirmation prompt will appear. If you are sure you wish to continue, type DELETE in the text box.
6. Click the red Yes, delete button. This will delete that client's portal account.