Managing Users
Invite and remove users from your customer portal organization
Managing Users
Company admins can manage who has access to their customer portal organization.
Remove User Access
- Open the customer portal.
- Go to Dashboard and select Users.
- Find the person who should no longer have access.
- Open the user actions menu.
- Select Remove Access.
- Confirm Remove Access.
The user is removed from your organization and can no longer access the portal after their current session refreshes.
Requirements
- You must be an organization admin.
- You cannot remove your own access.
- At least one organization admin must remain.
Restore Access
To restore access, invite the user again from Dashboard > Users.