While there is no direct way to remove access for a client or agent to a report that has been paid for, published, and the agreement has been signed, there are a couple of methods you can use depending on whether the recipient has access to just the report or the entire Client Portal. This guide will walk you through the necessary steps to ensure the report is no longer accessible.
Un-Publish a Report Without Access to the Client Portal
If the client or agent received a direct link to the report and not to the Client Portal, follow these steps.
🔹 Tip: You can double-check whether they have access to the Client Portal by checking the emails they've received! If you see a blue "Inspection Details" button in the email, it means they have access to the Client Portal.
💡Quick tip: Click on the video above to expand it in another window.
Click on the inspection to access the Inspection Details page.
Click the three dots to the right of the report in the Reports box.
Select "Copy" from the menu.
In the pop-up window, search for the inspection address and select it from the drop-down list.
Click "OK."
Click the three dots to the right of the original report once again.
Select "Delete" from the menu.
Click the red Delete button to confirm the deletion.
Now you are left with a report that has NOT been published, so no one can view it.
When you're ready to publish again, make sure to remove the client or agent who should not receive the report.
Un-publish the Report if the Client or Agent Can Access the Client Portal
If the person you need removed has access to the full Client Portal, deleting the report will not help! Follow these steps instead:
Create a copy of the entire inspection by following the steps in this article.
Be sure to check the "Copy Reports from Original Inspection" box and remove any unwanted contacts during the scheduling process.
Delete the original inspection by following the steps in this article. This will archive the inspection and destroy the original Client Portal, removing all access.
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