Disabling Portal Users
Assistance is not required from the support team for disabling portal users, ONLY when creating and enabling users.
To disable a portal user, follow these steps:
1. Navigate to the 'Portal Users' tab within the Salesforce org
2. Select the users to be disabled
- NOTE: Contacts will only appear under this tab if they have at least one Contact Role. If a contact is not appearing on the Portal Users tab, please check to ensure that it has at least one Contact Role relating it to an Investment Vehicle.
3. Press the 'Disable Users' button
4. The 'Request Status' will switch to 'Disable Pending'.
This request status may take up to 90 second to the 'Disable Complete' status. Once the contact is updated to this status, the disable process has been completed.
Deleting Contacts
Once the portal users have been disabled, you can also delete the associated contact within the Salesforce org. Simply navigate to the Contact records and press the 'Delete' button to remove the records from the database.