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Modify or delete an Authoriser from a Client in the Consultant Portal

Learn how to modify or remove an Authoriser from a Client.

Written by Terence Cassidy

It is not diffcult to modify or remove an authhoriser from your portal.

Log into the portal account

  1. Log into your Consultant Portal as a user with Admin permissions.

  2. In the left-hand menu, click Find Client.

  3. Using the Client name or reference, search for the client.

  4. In the list of results, click the Client's name to go to the Client's record.

  5. Click Online - a list of Authorisers appears.


To Modify the record

  1. Locate the problem entry and click on the Name field.

  2. On the next screen, edit whatever field requires amendment.

  3. Click on the Submit buttton.


To Delete the record:

  • Locate the problem entry and on the left, click the pencil eraser icon.

  • Re-add the Authoriser using the correct details, either by manually inputting them, or via an import.

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