Agent Settings

Deactivate Users

When a user no longer requires access to PortfolioCloud, or no longer is permitted access to PortfolioCloud, they can be deactivated.
When a users is deactivated, all access to PortfolioCloud is withdrawn.
To deactivate a user, click on the Deactivate button on the user row.
Screenshot 2024-09-09 at 1.18.26 PM.png
A pop-up message will appear asking you to confirm the decativation, click the OK button.
Screenshot 2024-09-09 at 1.19.27 PM.png
If successful, another pop-up will be displaying confirming the deactivation.
Screenshot 2024-09-09 at 1.36.03 PM.png
And the user will now be displayed with an Activate button.
Screenshot 2024-09-09 at 1.37.19 PM.png

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