Manage or Delete Users in Client Portal

You can manage your users associated with your account to change their role or remove them from client portal.

Steps to Change a User’s Role

1. Log into your account in Client Portal and go to My Account > Settings > Users & Roles.

2. Click the three dots > Edit User

3. Select the changing role between Administrator, Editor and Basic

Steps to Delete a User

1. Log into your account in Client Portal, go to My Account > Settings > Users & Roles.

2. Click Remove.