Sometimes, you may need to reset a customer's portal access if they're experiencing issues accessing it or are unable to reset their password directly. To do that, it's a straightforward process. Just follow the following steps:
1. Navigate within the QBR or GRC module to Admin > Users - Contacts and find the user whose portal access you need to reset. Once you find that user, delete their record.
2. This will remove their portal access from the user account. The next step is to navigate to the Company Profile, view the Contact list, and find your user there. You should see your user with a status showing Access ID as DELETE.
3. Delete this record so the user and the associated access ID are entirely removed from the system.
4. Once you have removed the user record. Navigate from either the QBR or the GRC module to Integrations > [PSA name]sync. Once there, re-sync the contacts.
5. The contact will then be re-enabled inside of the platform, and you can re-invite them to the customer portal.
If you have any other questions, please get in touch with support@vciotoolbox.com.