From time to time, a client may need to be removed from your partner portal list of clients. One example is if a client is no longer your client.
In removing a client from your client list, you have 3 options to complete this task :
Option 1: Hide Client from your viewable client list yet keep them within your firm's portal and have the ability to re-add them
Result:
This option allows the client to keep their portal (and all it's data), their portal will still be branded to your firm, yet hides them from the Client List
Steps
1. If the client is on a Pro subscription, downgrade them to Starter.
2. If the client is linked to Xplan/XPM or any other 3rd party integration, ensure you have disconnected them
3. Hide the client from the client list
Option 2: Request that the Client be transferred off your firm list.
Result:
This option allows the client to keep their client portal (and all it's data), however they are removed from your Client list, all Staff members are removed from the Client's Team section, Digital Forms and Rooms will be automatically closed and their portal will be rebranded to the default myprosperity portal.
Steps
1. If the client is linked to Xplan, ensure you have disconnected them from their Xplan file
2. If the client is on a Pro subscription, downgrade them to Starter.
3. Email support@myprosperity.com.au and provide the client/s email addresses. Request that they be transferred from your firm to the default myprosperity firm.
Option 3: Client actions an account deletion
Result:
This option is suitable when the client no longer wants the portal and would like to delete their account entirely.
Steps
The client can action the account deletion by logging into their portal and following the delete account process.
OR
The client can email yourself or support@myprosperity.com.au from the same email address they use to log into their portal, and request their account be deactivated.
IMPORTANT: If a client actions their own account deletion, all data is deleted within 10 days of the request.
If our support team actions an account deletion, the account is deleted instantly with no waiting period. Account deletions are final and cannot be undone.
Should the client want to use the portal in the future, you’ll have to create a brand new account: all previously entered information, such as overall net worth, property details, and personal documents, will be lost.