User management is a critical aspect of any organization to ensure the proper individuals have access to the right information.


NOTE: Only individuals who login with Admin Access can manage users.


Steps to Complete

  1. Login to the Customer Portal.
  2. Click on Settings from the top menu.
  3. All users of your organization will appear.
  4. To disable access to the Customer Portal, click on a user's name.
  5. On the resulting window, change Status from Active to Inactive.  The user can no longer login to the Customer Portal.