For users with the required access (Administrators and lower-level users with permissions granted by admins), it is very simple to remove a company from your Portfolio.

1. On the Portfolio page click on the pencil icon opposite the company.

Note: If you have only one company this will not be available and we will need to remove the company for you which will also remove your account. Please see How do I close my account? for more help.

2. This will offer all available shortcuts for that company.

Note: If you plan to reimport the company be sure to make a note of the 6 digit authentication code before you remove it. To find the code you will need to go to the Company tab and click on the blue Edit Filing Details button.  

3. Click on the Remove from portfolio option. You will be given the option to save the company registers to your Document Library. If you do not see this option, it means you have not been granted access by your admin user and you will need to contact them to do this. 

Note: Inform Direct will not let you remove a company from your portfolio if there are any pending transactions with Companies House. You will need to wait for them to be accepted or rejected before proceeding.

An email confirming the removal of the company will be sent to the administrators on your account, once the process has been completed to verify that the company has been removed.

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