Archive a client

Archiving takes a client out of circulation without deleting its history. The action is the last part of Settings › Client › General, under Archive client. The old Advanced section of Settings no longer exists: its address takes you to General. In the client profile, in Clients, the Advanced tab still has the same action.

Before you start

• Archive client only shows for the agency team, with a client chosen. Client people and own-business accounts don’t see it.
• Archiving requires being an agency admin. Anyone else gets a permission warning.
• Tell the client first: their portal access is cut immediately.
• If you only want to pause a source, don’t archive: disconnect it in Connections. See Manage connections.

Step by step

1. 1
   Step 1

   Choose the client and open General

   Click Settings. In the Client group, choose the client in the switcher and click General.

2. 2
   Step 2

   Scroll to Archive client

   The last part of the page is Archive client, in red. Click Archive followed by the client name. From the client profile in Clients, the same action is in the Advanced tab.

3. 3
   Step 3

   Confirm by typing the name

   The confirmation lists what happens and asks you to type the client name. Type it exactly as shown and click Archive client.

   Illustrative screen

   Korra/General

   Ask RelatorAIPT

   General

   Archive client · The history is kept. The client leaves the switcher and shows as archived in Clients.Archive Korra

   1

   Archive "Korra"?The client's access is revoked and pending invites are cancelled. Connections are turned off. Reports, dashboards and history are kept.

   Type "Korra" to confirm:Korra

   2

   Cancel

   Archive client3

   1. 1The archive button, at the end of General, opens the confirmation.
   2. 2Type the client name exactly as shown.
   3. 3The button only confirms once the name matches.

What happens when you archive

• Client portal access

  After archiving

  Revoked; pending invites are cancelled

• Connections to sources

  After archiving

  Turned off; data stops syncing

• Reports, dashboards and history

  After archiving

  Kept

• Client switcher

  After archiving

  The client leaves the switcher

• Clients screen

  After archiving

  The client shows as archived

Archiving doesn’t delete data. To request permanent deletion, see Delete data and account.

Common problems

• I don’t see Archive client. You are in the agency view with no client chosen, in an own-business account, or signed in as a client person. Choose the client in the Client group switcher.
• "You don't have permission to archive clients (must be agency admin)." Ask an admin or the agency owner.
• "Client not found or already archived." Someone already archived this client. Reload the page.