Removing employee portal access

Guide to remove Employee access to Employee Portal

Removing Employee access to their Employee Portal must be done manually from within the Equity platform. This is not an action that can be done in bulk.

1. Navigate to Holders tab on the navigation bar

2. Search for Employee that should be removed from Employee Portal

3. Open Employee details window

4. Select Portal tab on the left side of the screen

5. Select blue Remove Access button

6. Confirm Action and close the window.

   Note

   Employee will receive the Portal Removal email that is customized within the Company Details section.

7. Save Record and publish to the portal