Back to Help

If you need to revoke a client's access to the portal, here's how:

Step 1: Access Client Details

Navigate to Clients → Click on the client you want to revoke access for, or visit /clients/view/{id}.

Step 2: Find Portal Access Section

On the client details page, look for the "Client Portal Access" section.

Step 3: Revoke Access

Click the "Revoke Portal Access" button. This will:

• Invalidate all existing portal tokens for this client
• Prevent the client from accessing the portal
• Allow you to send a new portal link later if needed

After Revoking Access

Once revoked:

• All existing portal links for this client will stop working
• The client will no longer be able to access invoices, proposals, or contracts
• You can send a new portal link at any time to restore access

Restoring Access

To restore portal access:

1. Go back to the client details page
2. Click "Send Portal Link"
3. A new portal link will be generated and sent to the client