Overview
This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.
When a client's access is disabled, you cannot share any information or communicate with them through MyCase. Learn more about Sharing Information with Clients and Contacts.
Disabling MyCase Access for New Clients
When you first add a client/contact to MyCase, you will be presented with standard fields such as Name, Address, Email, etc. Among these fields, you will notice one called Enable Client Portal.
Click the Enable Client Portal toggle to off to ensure no client portal is active.
Disabling MyCase Access for Existing Clients
If you have an existing client with MyCase access enabled, you can easily disable access for them. Here is how:
Navigate to the Contact Page of the person you want to turn the Client Portal off for.
Make sure you are in the Info section of the Contact page.
Find the Client Portal Access field (notice how the Slider is set to Enabled).
Click the toggle to Disable the Portal.
Click the Disable Access button.
