There are various reasons why you may want to restrict access to your portal- the user left the company or the partnership has ended. As an Admin, you have the option to Suspend a user.
Please note, that we don't currently support account deletion.
Suspending a Staff Account (can only be done by Portal Admin)
If one of your team members needs to be suspended in the portal, head to your Billing & Staff tab under Accounts & Settings. Find the respective staff account and click on their name.
Near the top right corner, you'll find the status drop-down that should be in the Active status. Click on the drop-down and select the Suspend status.
Suspending a Partner Account
If one of your Partners needs to be suspended in the portal, head to your Partners tab and click on the respective Partner account.
Near the top right corner, you'll find the status drop-down that should be in the Active status. Click on the drop-down and select the Suspend status.
NOTE: Both the Decline and Suspend status will restrict access to the portal.
Suspending an Agent Account (by Admin team)
If one of your Partners' Agents needs to be suspended in the portal, as the Admin team you can restrict their access to your portal. Head to your Partners tab and select the respective Partner Account. Scroll to the bottom to find the Agents section. Select the respective Agent's name.
Near the top right corner, you'll find the status drop-down that should be in the Active status. Click on the drop-down and select the Suspend status.
For information on How to Suspend an Agent as a Partner, check out this article.