Deleting a Portal User

If you delete a user, the user will no longer have access to any of your firm's portals. If you need to revoke a user's access to a single portal while maintaining access to other portals, you can do so by clearing the Grant Access check box for the user for that particular portal. See Editing a Portal User for more information.

Note: A portal user who is an administrator for any portal cannot be deleted. If you change the user's security role to a standard user, you can then delete the user.

1. Click or tap Client Users on the banner bar.
2. Do one of the following, depending on the device you are using:
   • Desktop computer. Select the check box for the user you want to delete, and then click Delete.
   • Tablet computer. Tap the More Actions button for the user you want to delete, and then tap Delete.
3. Click Yes.