How do I delete a client portal?

Modified on Tue, 27 Jun, 2023 at 12:07 PM

  1. From the Navigation Panel, under Public Zones, select Projects.
  2. All existing Projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to Filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
  3. Select the card for the project you wish to delete the client portal on.
  4. On the dashboard tab, scroll down to the Client Portals section.
  5. You will see a list of existing portals, click the Delete icon for the portal you wish to remove.
  6. A message will appear on screen “Portal link revoked successfully.” This confirms that the portal access has been revoked.

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