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Remove a client from a portal, or invite them back

Take away someone's access to a portal without deleting the portal, and give it back later.

Removing someone from a portal takes away their access. The portal, its documents and everyone else's access stay as they are.

Remove a person from a portal

1. Open the portal group and click the Users icon next to the portal's name. Manage Portal Access opens.

2. Hover over the person and click the red cross.

Red cross to remove a portal member

3. Confirm with Remove.

Remove access to portal confirmation

The portal disappears from that person's portal list straight away. They keep their MyDocSafe login, so they can still use any other portals they have, with your firm or with other firms.

Someone with access to several portals? Repeat the steps for each portal. Use the search box in the portal list to find them quickly.

Invitation not accepted yet? Pending invitations have the same red cross. Clicking it cancels the invitation.

Invite someone back

In Manage Portal Access, click + and add the person again. Because they already have a login, they won't need to set up a new account: they click Accept invitation in the email, sign in if asked, and click Accept invite. See For your clients: accepting your portal invitation.

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