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How do I deactivate a login for a team member in the Customer Portal?

This article will outline how to deactivate a new login for members of your team within the Customer Portal.

All customers with Portal access will be able to complete this action.

To locate your team's settings:

  1. Navigate to the Team Module

To deactivate an existing Team Member:

    1. Navigate to the Team Members list on the left side of the page
    2. Locate the Team Member you would like to deactivate 
    3. Click on their name to expand their information on the right side of the page
    4. Under "Profile"

      ...toggle "Active" from "ON"...

      ...to "OFF"

 

If you're looking for a more visual explanation on this, check out the video below!