This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.
When access is disabled for a client, you will not be able to share any information or communicate with them through MyCase. Learn more about about Sharing Information with Clients and Contacts.
Disabling MyCase Access for New Clients
When you are first adding a client/contact into MyCase, you will be presented with standard fields such as name, address, email, etc. Among these fields, you will notice one called Enable Client Portal (pictured below).
Choose the option "X".
Disabling MyCase Access for Existing Clients
If you have an existing client with MyCase access enabled, you can easily disable access for them. Here is how:
Open the Info page for the person you'd like to disable MyCase access for.
Find the field called Client Portal Access (pictured below). Notice how the Slider is set to Enabled.
Click the Slider to set it to Disabled. You will be asked to confirm this action.
When their MyCase Access has been disabled, the Slider will read Disabled.