The Client Portal Settings (Edit Contact) window allows you to manage a contact’s access to a matter via the Client Portal. This window can be accessed by clicking the Edit button in the Client Portal Settings (Matter) window.

The Portal Access section displays information regarding the selected contact.

Contact Name

Displays the Full Name of the contact.

Login Email

Displays the Email Address used by the contact to access the Client Portal.

Status

Displays the current status of the contact’s access:

  • Activation Pending - An email has been sent to the contact inviting them to create an account.
  • Enabled - The contact has created an account and has access to the matter.

Note: The matter to which the contact has access is shown in the window title.

Click the Resend Invite button to send an email invitation to the contact.

Note: The Resend Invite button is not available if the contact has an existing Client Portal account.

Click the Revoke Access button to immediately revoke the contact’s access to the current matter.

Click OK to close the window.