Disconnect a Client from Portal
The Administrator has the option to disconnect a Client from the Secure Client Portal at any time. Please note that when you disconnect a Client from the Portal they will no longer be able to logon to the Portal and view any information or documents previously added to the Portal. If you do decide to turn the Portal back on for the Matter, their Portal will be empty and you will need to re-add all Documents, Tasks etc.
1. Log on as Administrator
Only the Administrator has the power to disconnect someone from the Portal
2. Open the relevant Matter
3. Open the Portal Form
Once the matter opens, click on the Progress tab and click the Portal button.
4. Open Account Details
Once the Portal window opens in Migration Manager, click on the Account Details dropdown.
5. Select 'Turn Portal Off..'
From the menu dropdown, select Turn Portal Off.
6. Confirm disconnect
You will now need to confirm that you wish to turn Portal off for this client. Click 'Yes' to confirm.
7. Client Disconnected
The Client will now be disconnected from the Secure Client Portal.