+9I need to cleanup Customer Portal license assignments. I have a large number of contacts that are no longer active and still have license assigned, plus I have another 50 or so accounts I need to deactivate and remove licenses.
There may be some accounts that have never created an order and I may be able to delete the account. I assume any contact that has created an order will be locked
What would be the recommended method to remove Customer Portal license from a contact?
Best answer by Melissa Bell
When you access the license page and highlight the line for Customer Portal and tap the zoom button it will take you to a listing of contacts that have that license assigned. By highlighting a user and tap the Delete User button it will remove the license from that user. The orders the contact has open will not be affected but the contact will no longer have access to the Customer Portal.
One thing to be aware of…..If you have the ability for them to self-register they can set themselves back up if they know the company self-registration code. They can’t use the same id, but they could create a different one.
When you access the license page and highlight the line for Customer Portal and tap the zoom button it will take you to a listing of contacts that have that license assigned. By highlighting a user and tap the Delete User button it will remove the license from that user. The orders the contact has open will not be affected but the contact will no longer have access to the Customer Portal.
One thing to be aware of…..If you have the ability for them to self-register they can set themselves back up if they know the company self-registration code. They can’t use the same id, but they could create a different one.
+9Melissa!!!!!! Wooo Hooo you’re the best!
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