How to Revoke User Credentials.

When a client or a coworker is no longer going to be working with an advisory firm, it is important to make sure that you disconnect their login credentials. 

In order to do so, navigate to Manage Users, select the client, representative, or advisor tab depending on the individuals title that will be leaving. Find their login credentials and select their name. Right click on their name and select inactivate user. This will remove their login credentials and revoke their access to the portal.