Deleting a Contact

Delete a Contact

1. Select Clients, then Contacts in the sidebar.
2. Open the three-dot menu at the right of the Contact.
3. Select Delete and review the confirmation before continuing.

Deleting a Contact removes that person from the workspace and revokes their client portal access. To keep the Contact but prevent portal sign-in, select Disable portal instead. To unlink the Contact from only one client, see Remove a Contact from a Client.