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You can remove portal access at three levels: one project for one contact, the whole portal for everyone, or a contact’s login altogether. Nothing they wrote is destroyed. Comments, approvals and uploads are always kept.

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Which method to use

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Remove one project from one contact

1

Open the client record

Go to Clients and click the company – for example Bluebird Coffee.
2

Find the contact

Scroll to Portal access and find their card under Contacts.
3

Untick the project

Clear the checkbox next to the project. The change saves straight away.
The contact loses that project the next time their portal loads. Everything they already commented or approved stays where it is.
Unticking works even when the Client portal app is switched off. You can always take access away, whatever state the portal is in.

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Remove a portal contact completely

A portal contact is a member of your workspace, so you remove them the same way as anyone else.
1

Go to the roster

Open Settings → Team Members.
2

Find the contact

Search for their name or email. Their role badge reads Client.
3

Remove them

Open the three-dot menu and choose Remove from workspace.
4

Confirm

A dialog asks Remove ? with the text They'll immediately lose access to {workspace}. This can't be undone. Click Remove member.
Removing a person also revokes any outstanding invitation for their email address, in the same step. An open invite is access, so it has to go with the rest. See remove a member for the full picture.

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Revoke an invitation that was never accepted

An invite that is still open is live access. Revoking it closes that door.
1

Open the roster

Go to Settings → Team Members.
2

Find the pending invite

Its status column reads Pending.
3

Revoke it

Open the three-dot menu and choose Revoke invite.
4

Confirm

The dialog reads Revoke invite? – {email} will no longer be able to use this link. Anyone already on the roster stays on it – they just can't claim a login until you invite them again. This can't be undone.
The old link stops working immediately.

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Close the portal for everyone

Switching the Client portal app off shuts the door for every contact at once.
1

Open Apps

Go to Settings → Apps.
2

Switch Client portal off

Find Client portal under Connections and turn the switch off.
The app describes what happens: Clients can no longer sign in to the portal. Their comments, approvals and uploads are kept. Back on the client record, the Portal access panel explains the state:
The client portal is turned off, so contacts can't sign in and no new ones can be invited. Existing access is kept and can still be removed below. An owner or admin can turn it back on in Settings → Apps.
Use this when an engagement pauses. Switching the app back on restores every contact’s access exactly as it was.

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Move a project away from a client

Changing a project’s client revokes the old client’s contacts and grants the new one’s, in one step. Clearing the client field removes access without granting anyone. This is the cleanest way to stop a former client seeing continuing work.

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What a removed contact sees

The message they see reads: This item isn't shared with you. If you think that's a mistake, contact your project group.
The error is deliberately vague. It never tells a client whether an item exists, so nothing leaks from a refusal.

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What is kept

Removing access never destroys work.

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Example

The Bluebird Coffee retainer ends. Priya Raman at Northwind Studio:
1

Unticks the finished project

On the Bluebird Coffee record she unticks Monthly Retainer for Ruth Castillo. Ruth keeps Website Redesign, which is still running.
2

Later, closes it out

When the redesign ships too, Priya removes Ruth from the roster in Settings → Team Members. Ruth’s approvals and comments stay on both projects.
3

Frees the seat

Northwind’s seat count drops by one, because Ruth’s active membership no longer counts.

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Permissions

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Common questions

No. Comments, approvals and uploads are kept exactly as they were.
No. Archiving hides a project from your team’s lists but leaves portal access alone. Untick it if you want the client to lose it.
Yes. Seats count active memberships and outstanding invitations. Removing either frees a seat straight away.
Yes. On the member record, switch Can open this workspace off. They cannot sign in, and turning it back on restores them exactly as they were.
Yes. Unticking a project and removing a membership both work with the app switched off.

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Troubleshooting

Remove a member

The full removal flow and what is kept.

Pending invitations

Why an open invite counts as access.

Portal projects

How project access is granted.

Portal permissions

Who can manage portal access.

Apps and modules

Switching the Client portal off.

Seats and billing

Freeing a seat.