How to revoke access to Advantage
Revoke All Access
1. Locate the user whose access you want to revoke (either from a client record or a relationship record)
2. Click the Remove Access button.
3. When prompted, select Confirm to complete the revoke process.
4. Once complete, the user’s status will update to NO ACCESS.
If you only need to remove access for one client (but want the user to retain access to other linked clients):
1. Open the client’s relationship records.
2. Select Delete (or Del) to remove that specific relationship.
The user will still be able to access Advantage for any other clients they remain linked to.
Important Notes
If the relationship record has the invite status REGISTERED, the user will retain access to all clients they are connected to.
Remove Access = completely disables the user’s Advantage login.
Delete Relationship Record = Remove access for that specific client only.
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