How do I remove someone's access to the portal?

When someone should no longer have any access to your organization's portal, they've left, or you simply want to revoke everything, use Remove access rather than manually unchecking every permission. It immediately clears every permission and blocks every gated action for them, even ones they previously had.

Where:

Account → Team & Permissions → click a person's row → Remove access.

How to remove access

  1. In Account → Team & Permissions, click that person's row to expand it.
  2. At the bottom, click Remove access.

This immediately clears every permission they had (including Org Admin if it was on), blocks every gated action for them from that point forward, and clears their notification preferences.

Restoring access later

If someone should be reinstated, open their row again and click Active. This does not automatically restore their previous permissions; you'll need to check the boxes again (or apply a preset) as if adding them fresh. This is intentional: access is never silently restored to whatever it used to be.

Good to know

  • Removed people still appear in your list. By default, the All filter shows everyone, including removed people, so you always have a record of who's had access. Use the Custom access or Admins filters to narrow the list down to active people only.