Purpose
Check who can see what before it becomes a problem.
A practical approach
Review active contacts, their client association and the permitted portal features. Check external document-sharing permissions as well as application roles.
When an engagement pauses or ends, inspect login and monitoring controls. Record the decision and confirm the intended restrictions using a suitable test account.
Adapt to your practice
Review this operational starting point against your installed tools, engagement terms and professional obligations.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team