Disabling Portal Users
Assistance is not required from the support team for disabling portal 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 Contacts' button
4. The 'Request Status' will switch to 'Disable Pending'.
This request status may take up to 60 seconds to the 'Disable Completed' status. Once the contact is updated to this status, the disable process has been completed.
Please Note: Disabling contacts WILL NOT remove them as recipients from future communications. Contacts, even if they are disabled, can still be included in communications if they have active contact roles. Deleting contacts or removing their contact roles will remove them from being included as recipients in future communications. If you are unfamiliar with editing contact roles, please review this article: Editing & Updating Contact Roles.
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. Please Note: You can also delete contacts if they were never enabled as portal users.
