Client Portal access in ATZ CRM is automatically managed based on the status of organizations, contacts, and jobs.
Quick Answer
Deleting an organization, deleting a portal-enabled contact, unassigning a contact from an organization, changing a contact’s organization, or deleting a job can affect what the client can access in the Client Portal.
Before You Start
The Client Portal is an add-on feature of ATZ CRM, available separately from the standard subscription. For access or pricing details, contact support from in-app chat or email support@atzcrm.com.
Use care when deleting organizations, contacts, or jobs because portal access and visibility can change immediately.
Organization Deletion
When an organization is deleted, all connected contacts are also deleted. As a result, Client Portal access for each associated contact is deactivated.
Contact Deletion
If you delete a contact that has active Client Portal access, the contact’s portal access is immediately deactivated.
Contact Organization Changes
If a contact is unassigned from an organization or moved to a different organization, the related Client Portal user account is deactivated.
This protects client access because portal visibility depends on the contact’s organization relationship.
Job Deletion
When a job is deleted in ATZ CRM, it is also removed from the Client Portal.
Use Cases
Remove Access for a Former Client Contact
Delete or update the contact record when a client user should no longer access the portal.
Clean Up Deleted Client Accounts
Deleting an organization deactivates access for its connected contacts, keeping portal access aligned with active client records.
Remove Old Jobs from Portal Visibility
Deleting a job removes it from the Client Portal so clients no longer see outdated or invalid job records.
Troubleshooting
A Client Lost Access Unexpectedly
Check whether their contact was deleted, unassigned from an organization, or moved to a different organization.
A Job Disappeared from the Portal
Confirm whether the job was deleted in ATZ CRM. Deleted jobs are removed from Client Portal visibility.
I Need to Restore Access
Confirm the contact exists, has a valid email, is assigned to the correct organization, and is invited to the Client Portal again if needed.
FAQs
Does changing a contact’s organization deactivate portal access?
Yes. If a contact is unassigned from an organization or their organization changes, their Client Portal user account is deactivated.
Does deleting an organization only deactivate access?
Deleting an organization also deletes connected contacts, which deactivates their portal access.
Can access be invited again later?
Yes, if the contact record is valid, linked to the correct organization, and should have portal access again.