Deactivate a third-party portal contact

task australia Updated Sep 10, 2026 2 min read tprm-portal-deactivate-contact.md
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Remove a contact's access to the third-party portal when they no longer need it, such as when a team member leaves the organization or changes roles.

Before you begin

The deactivation must be performed by a different third-party primary contact. A third-party primary contact cannot deactivate their own account.

Important:

This task applies to Third-Party Risk Management (TPRM) with Smart Assessment Engine (SAE) usage only. Portal contact deactivation procedures may differ in Classic TPRM environments.

Role required: third-party primary contact.

About this task

Deactivating a contact removes their access to the third-party portal but preserves their record for audit purposes. This action is distinct from removing a contact from a specific engagement, which removes access to that engagement only while leaving portal access intact.

Procedure

  1. Navigate to My Team from the home page.

  2. Select the contact you want to deactivate.

  3. On the contact detail page, select Deactivate Contact.

  4. Confirm the action.

    The contact can no longer log in to the portal. Their record is preserved for audit purposes.

    If the Deactivate Contact button does not appear, verify that you are logged in as a third-party primary contact and that you are not attempting to deactivate your own account.

What to do next

In SAE environments, before deactivating a third-party primary contact, consider reassigning any questionnaires they own to another contact. If a deactivated contact is the questionnaire owner, reassign ownership to another contact before deactivation to ensure the questionnaire can be submitted. See Manage questionnaire contributors and ownership for details on reassigning questionnaire ownership.

Related topics

Managing the Third-party portal

Invite a contact to the third-party portal

Third-party portal contact roles and permissions

Manage questionnaire contributors and ownership

Questionnaire ownership and contributor access

Assign a contact to an engagement

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