Removing an Account from the Portal

Below are the steps to remove an account from the Portal:

  1. Log into the Portal Admin site -
  2. Click on the "Accounts" tab
  3. Search for the account and click on the "Delete" button.  Click on the "Delete" button again to confirm.

*If you are unable to delete an account, please check that no signing tasks are setup for that account.  If so, you will need to remove any signing tasks first and then you can delete the account.  To check go to Portal Admin > Clients > search for the Client > click on the "View Documents" tab > check that no signing tasks are setup.

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