Use Profile → Household to copy an adult's portal invite link again or revoke an adult's existing portal access. These actions are per household member.
Copy the invite link again
Open the client and go to Profile → Household.
Find the adult with the Not linked status.
Select Invite.
Choose Guided Onboarding or Straight to Guides.
If you choose Guided Onboarding, select Upload Only or AI Extract for document handling.
Select Copy Invite Link.
Send the link to that adult through your normal communication channel.
The link is tied to the adult and household. Do not reuse one adult's link for another person. The current signup-token format does not contain a time-based expiration, but the link is no longer a valid signup path after that adult is linked.
Revoke portal access
Open Profile → Household.
Find the linked adult and select Revoke.
Confirm Revoke portal access for this person?
Wait for the Household row to return to an unlinked state.
Revoking removes that person's access link to the client file. It does not delete the client's financial plan or the adult entity in the household.
Restore access after revocation
After the row is unlinked, use Invite and Copy Invite Link again. Send the new link only to the intended adult. If the adult encounters an account or email conflict, contact Kerdora Support through the in-app chat rather than creating duplicate household members.
Common questions
Does revoking one adult remove the other adult?
No. Portal access is linked to an individual adult entity. Review and revoke each adult separately.
Can I email the link from Kerdora?
The current control copies the link. Send it with your normal secure communication method.
Does revoking delete uploaded documents or plan data?
No. It removes the person's portal access to the client file; it does not delete the client file's planning records.