Portal User Specific Options

To delete or edit a Relationship Portal User, first move your mouse cursor to the right of the DATE ADDED field for a Portal User. Left-click the ellipsis and then select Edit or Delete.

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The Edit options for Portal Users will allow you to edit the Name, Admin privilege and Phone Number. Please see the Key Terms under Add (Portal) User for more information on the Key Terms in the Edit User options.

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Selecting Delete will allow you to delete the Portal User.