Businesses
1
Northwind Traders
Active engagements
1
in flight
Portal status
Portal active
since Nov 14, 2025
Last activity
2h ago
last sign-in (est.)
Customer info
Full name
Amelia Chen
Email
Phone
(415) 555-0142
Time zone
San Francisco, PT
Customer since
Nov 14, 2025
Customer ID
CUST-7F3A9C21
Portal active — accepted Nov 14, 2025
Portal activity history
Accepted portal invite · set password
Nov 14, 2025
Portal invite sent
Nov 12, 2025
Portal active — accepted Nov 14, 2025
Invite sent — waiting for Marcus to accept
Portal access disabled — Jun 10, 2026
No portal access — Daniel has not been invited
Activity timeline
Last 30 daysAmelia accepted portal invite
Nov 14, 2025
Portal invite sent
Nov 12, 2025
Customer profile created
Nov 12, 2025
Internal notes
Visible to firm team onlyDanger zone
Delete customer
Permanently removes Amelia and all associated data. Active engagements are closed. Cannot be undone.
Edit customer
Edit Amelia Chen
Update contact details. Changing the email requires re-verification before they can sign in again.
Disable portal access
Disable Amelia's portal access?
Amelia is signed out of all sessions and blocked from signing in until re-enabled. Their data is preserved.
Re-enable portal access
Re-enable Rosa's portal access?
Rosa can sign in again straight away with their existing password. No email is sent.
Resend portal invite
Resend invite to Amelia?
An invite email will be sent to amelia@northwindtraders.com. They set their own password; the link is valid for 14 days and any previous link is invalidated.
Delete customer
Delete Amelia Chen?
Permanently removes this customer, their portal access, and all engagements & history tied to them. This cannot be undone.