How to Deactivate / Re-Activate a User

You cannot "Delete" a user from the system, however you can deactivate them.  All audit trails/change logs rely on keeping a user in the system.


To mark a user "Inactive"

  1. Confirm you are assigned the Client Admin role.  This role is required to perform this function. 

  2. Click on Locations from the black vertical toolbar located on the left side of the screen.

  3. Then click on your location.

  4. Select the "Settings" option from the black vertical toolbar on the left side of the screen OR choose the "Settings" Gear on the right side of the screen. 

  5. Click "Users".

  6. Click on the Username.

  7. Click on the Green "Active" button and it will change to "Inactive" as shown below.






  8. Your user is inactive.  This user will remain in your user list, but it will be in an inactive status.


To Reactivate a User

 

  1. Follow the instructions above, except click on the Red "Inactive" icon and it will change to a green active status.