Overview
This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.
When access is disabled for a client, you will not be able to share any information or communicate with them through MyCase. Learn more about about Sharing Information with Clients and Contacts.
Disabling MyCase Access for New Clients
When you are first adding a client/contact into 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.
Choose the option "X" 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 field called Client Portal Access (notice how the Slider is set to Enabled)
Click the Slider to set it to Disabled and confirm the action
When their MyCase Access has been disabled, the Slider will read Disabled.