My Portal

Articles in this section

How to Remove a Client's Access to Journals

Avatar
Help @ Practice Better
Updated
Follow

🔄 We're freshening things up!

Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.

We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.

Removing a client's access to Journals stops them from adding new entries, while practitioners retain access to historical data. 

Removing a Client's Journal Access

  1. Go to My Clients and double-click on a client's name.
     
  2. Click on the Journals link in the left navigation bar.
     
  3. Click the Journal Settings button near the top-right.

     
  4. Click the More Options menu (3 dots) > Disable next to each entry type you want to remove.

     
  5. Disable all entry types to completely remove the Journal from the client portal.

Related articles

Article is closed for comments.