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ATZ CRM Help Center

How to Deactivate Client Portal Access for a Contact or Organization

Client portal access in ATZ CRM is automatically managed based on the status of organizations, contacts, and jobs. Below are the scenarios when access is deactivated:

Note: The Client Portal is an add-on feature of ATZ CRM, available separately from the standard ATZ CRM subscription. For details on accessing this feature or pricing, contact our support team via the in-app chat or email us at support@atzcrm.com.

1. Deactivating Access for an Organization

Section titled “1. Deactivating Access for an Organization”
  • When an organization is deleted, all its connected contacts are also deleted.
  • As a result, client portal access for each associated contact is deactivated.

2. Deactivating Access for a Contact

Section titled “2. Deactivating Access for a Contact”
  • If you delete a contact that has active client portal access, their portal access will be immediately deactivated.
  • If a contact is unassigned from an organization or their organization is changed, their client portal user account will also be deactivated.

3. Job Deletion Impact

Section titled “3. Job Deletion Impact”
  • When a job is deleted in ATZ CRM, it is also removed from the client portal.

By keeping these rules in mind, you can easily manage and control who has access to the client portal.