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Status Future consideration
Categories Client Account Management
Created by Guest
Created on Jul 12, 2023

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Revoke client portal invitations

Allow me to revoke a client portal invitation in instances where it was sent in error.
App Type Client Portal
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    • Guest
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      |       May 1, 2020
      If a client is sent the Client Portal but never creates the account or fills out the initial paperwork, I would like to be able to revoke the CLient Portal ability so that the client can not just go in at any time or months later and end up filling out the paperwork.