Removing a portal grant stops that contact’s portal access while keeping the business records.
1. Identify the contact
For customers, open Customers → Customer Portal. For a vendor, open that vendor’s portal settings. Check the contact and business carefully.
2. Review the current access
Check the shared businesses and sections. If only one section should change, edit that selection instead of revoking all access.
3. Remove the intended access
Use Revoke or the displayed remove-access action and read the confirmation. Confirm only the intended contact.
4. Check the result
Verify the grant is no longer active. Invoices, bills, credit notes, and payment history still need to be handled through their normal document actions.