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Removing a client from a portal and re-inviting them later
Removing a client from a portal and re-inviting them later
Updated over a week ago

In general, when you remove a client from a portal MyDocSafe creates a ‘free account’ for the client which is usually empty (or it holds documents they signed). The free account will be used to store signed documents.

When you re-invite a client to another portal later, their free account remains intact, so in effect they gain access to another area: your portal. Their account therefore has two separate areas:

  • their free account

  • and the portal.

Switching between the two is done by clicking on the ‘Switch’ button:

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