If a client is no longer working with you, you can deactivate their account from your “Client List”. Also, if your client changes their mind and they want to keep working with, you can easily reactivate their account.
By Default all Administrators can perform this actions. If you would like your representative to deactive and active vaults, you can modified their permission in the User tab.
When using the "Activate" option the systme will send an email but won't send the creadentials to the user.
Step-by-step guide:
- Directly from the Client List
- Directly from the Detail page
- Step 1: Right-click the name of the client and select "See Details".
- Step 2: Within the "Detail" page, on the right, you will see the “Status” section.
- Step 3: Using the drop-down menu and select “Active” or “Inactive”.
- Step 4: You will then receive a pop-up window confirming this action. Click "Yes"
Directly from the Client List
Step 1: Right-click the name of the client, or select the client and click "Actions".
Step 2: From the Actions menu select Deactivate / or Activate
Step 3: Click "Yes" to confirm the action
*You can do deactivations and activations in bulk*
Every time you activate or deactivate an account, the system sends an email to the account’s owner. If you are reactivating an account, you can let the user know that they can still use the same credentials as before or they can request a new password by clicking on Forgot Password.
Directly from the Detail page
Step 1: Right-click the name of the client and select "See Details".
- Or double-click on the client name, you want to access.
Step 2: Within the "Detail" page, on the right, you will see the “Status” section.
Step 3: Using the drop-down menu and select “Active” or “Inactive”.
Step 4: You will then receive a pop-up window confirming this action. Click "Yes"
