If a contact should not receive Client Portal notifications when documents are uploaded or client actions are created, you can disable these notifications in the contact’s settings.
To disable notifications:
Open the client record.
Navigate to the Contacts tab.
Select the contact and click Edit Details.
Scroll to the bottom of the contact record.
Uncheck Client Portal Access Notifications.
Click Save.
Once disabled, the contact will no longer receive portal notification emails from your firm.
Notification Behavior
Client Notifications Breakdown
If a contact does not want to receive these notifications, disabling the Client Portal Access Notifications setting will prevent them from receiving future alerts.