MB
Meridian Bookkeeping Firm Portal
SA
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Firm · Customers

Customers

Add customer
All customers
5
total in firm
Active
1
portal logged in
Sent · awaiting
1
invite not accepted
Expired
1
needs resend
Not invited
1
no portal access
Disabled
1
access blocked
Sort 5 of 5 customers
Customer Businesses Engagements Invite status Action
AC
Amelia Chen
amelia@northwindtraders.com
1 Northwind Traders
1 active
Active
last login Jul 20
MR
Marcus Reyes
marcus@blueharbor.co
1 Blue Harbor Cafe
1 active
Sent
sent 3d ago
PN
Priya Nair
priya@vectordynamics.io
1 Vector Dynamics LLC
1 active
Expired
sent 24d ago, expired
DO
Daniel Okafor
daniel@coppersage.design
1 Copper & Sage Interiors
0 none
Not invited
RD
Rosa Delgado
rosa@oldclient.com
0 none
0 none
Disabled
disabled 40d ago · Engagement ended
Firm · Customers

Customers

Add customer
All customers
5
total in firm
Active
1
portal logged in
Sent · awaiting
1
invite not accepted
Expired
1
needs resend
Not invited
1
no portal access
Disabled
1
access blocked
Sort 0 of 5 customers
Filtered view showing 0 of 5 customers Active Search: “zzz”
No customers match
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2 selected
Send portal invite
Send invite to Daniel Okafor?

An invite email will be sent to daniel@coppersage.design. They set their own password; the link is valid for 14 days.

Resend portal invite
Resend invite to Marcus Reyes?

An invite email will be sent to marcus@blueharbor.co. They set their own password; the link is valid for 14 days and any previous link is invalidated.

Cancel pending invite
Cancel invite to Marcus Reyes?

The pending invite will be invalidated. You can re-send a new invite any time.

Disable portal access
Disable portal access for Amelia Chen?

The customer is signed out of all sessions and blocked from signing in until re-enabled. Their data is preserved.

Re-enable portal access
Re-enable portal access for Rosa Delgado?

They can sign in again straight away with their existing password. No email is sent.

Re-enable portal access
Re-enable portal access for Rosa Delgado?

They were disabled before ever activating their account, so there is no password to restore. This lifts the block and returns them to Not invited — you'll still need to send them an invite.

Edit customer
Edit Amelia Chen

Update contact details. Changing the email requires re-verification before they can sign in again.

Edit customer
Edit Amelia Chen

Update contact details. Changing the email requires re-verification before they can sign in again.

Please enter a valid email address
Delete customer
Delete Rosa Delgado?
Permanently removes this customer, their portal access, and all engagements & history tied to them. This cannot be undone.
Bulk · resend invites
Resend invites to 2 customers?

Each selected customer receives a new invite email; previous links are invalidated. Already-accepted customers are skipped.

Bulk · disable access
Disable portal access for 2 customers?

Each selected customer is signed out and blocked from signing in. Their data is preserved.

Bulk · re-enable access
Re-enable portal access for 1 customer?

Customers who had already activated can sign in again with their existing password; no emails are sent. Any who never activated return to Not invited and will still need an invite. The other 1 selected customer is not disabled and will be skipped.