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How do I remove the mandataries that have access to my client portfolio?

Under 'Toegang beheren' you will find an overview 'Medewerkers met toegang’ with all mandataries who have access to your client portfolio.


Via the trash can you can deprive a (main) mandatary of access to the client portfolio.


You will receive an additional question whether you are sure to remove the (main) mandatary from the list.

Attention! Taking away access only effects this one client portfolio. If multiple accesses have to be removed for this (main) mandatary, this will have to be done per client portfolio.

It is not possible to remove yourself. That's why your trash can will be grayed out.