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 Team Member's Account (only as Portal Admin or Portal Owner)
If one of your team members needs to be suspended in the portal, head to your Team tab under Accounts & Settings. Find the respective staff account and click on the edit button next to their name.
In the pop-up window, 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 (by Admin team)
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 a Partner User (by Admin team)
If a Partner User 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 Partner Users section. Select the edit button next to the respective user's name.
In the pop-up window, find the status drop-down that should be in the Active status. Click on the drop-down and select the Suspend status.
NOTE: All suspended users will receive an email notification informing them of the suspension.
For information on How to Suspend a Partner User as a Partner, check out this article.