Customer portal
Sign a customer out
See the devices a customer is signed in on and sign them out of one or all of them.
If a customer loses a phone, or a contact leaves the company, sign them out of the portal.
Owners, admins and staff can sign customers out.
- Click Customers and open the customer.
- On the Customer portal card, find Signed in on. Each device shows how they signed in (Email code, Text code or Email link), when, and when it was last used.
- Click the sign-out button next to a device, or Sign out everywhere.
The Signed in on list on a customer's portal card
Screenshot coming soon
The customer can sign in again with a new code. To stop that too, remove or change the email and mobile number on the customer, or archive the customer.
Signing a customer out doesn't turn off their private portal link. To do that, click Revoke on the Customer portal card. See Send a portal link.