If a client didn't use their portal invite link, you can copy it again anytime. If a client already has access and you need to remove it, you can revoke it in a couple clicks. Both actions happen in Profile > Household.
Resending a Portal Invite
Portal invite links don't expire. If a client lost the link or never used it, you don't need to generate a new one. Just copy the same link again.
Open the client's file and go to Profile > Household.
Find the adult you originally invited. They'll show a yellow Not linked badge, meaning they haven't created their account yet.
Click the Invite button next to their name.
Choose the onboarding mode (Guided Onboarding or Straight to Overview) and click Copy Invite Link.
Send the link to your client however you'd like (email, text, etc.).
The link is the same one generated when you first invited them. It'll work until the client uses it to create their account.
Revoking Portal Access
If a client has already created their account and you need to remove their access (offboarding, for example), you can revoke it from the same spot.
Go to Profile > Household.
Find the adult whose access you want to remove. They'll show a green badge with their email address, meaning they're currently linked.
Click the Revoke button next to their email.
Confirm when prompted.
That's it. The client immediately loses access to the portal for this client file.
What Happens After You Revoke Access
A few things to know:
Client data stays intact. Revoking access doesn't delete anything from the client's plan. All their profile data, goals, guides, and documents remain exactly as they were.
The client can't log in to this file anymore. They'll no longer see this client's portal when they sign in.
You can re-invite them. After revoking, the adult will show the yellow "Not linked" badge again, and you can click Invite to copy a fresh link and send it over. They'll need to create a new account.
Revoking access is per client file. If the same person is linked to multiple client files (uncommon, but possible), revoking one doesn't affect the others.