Archive a client when your team no longer works with them regularly. Their projects, invitations, and history remain in Watson. Archiving pauses their access to your agency’s Portal.
Archiving currently requires an operational Engagement between your agency and the client. A client relationship without one cannot be archived yet.
Steps
- Open Clients and select the client.
- Open Settings. Under Status, select Archive Client.
- To find them later, open Filter in Clients and set Client view to Archived clients.
To bring them back to the current list, open their Settings and select Unarchive Client. Portal access resumes through their existing permissions. People whose access you removed separately stay removed.
If your agency still manages the client organization, archiving also deactivates that organization, and unarchiving reactivates it. Other agencies’ active relationships with the same client remain accessible through their own Portal access.
For example, archive a client after a completed campaign to pause access for that relationship. To stop only one person from seeing your agency’s work, remove their Portal access.