To change the status of User accounts, you must have the Client Admin user role assigned.

Deactivate a User

1. Select Locations from the left-hand menu.
2. Click on the Location Name for the user's location. 

   

3. Click the Settings button on the right side of the screen. 

   

4. Select Users from the drop-down menu. 

   

5. A list of users will be displayed.**
6. Select the Username of the user you want to deactivate.

   

7. Click the Active button just above the user info section (toward the middle of the screen).

   

8. Two confirmations will appear once the user account is inactive:
   1. A message box will appear at the top of the screen.
   2. The Active button will change to show Inactive.

      

Activate a User

1. Select Locations from the left-hand menu.
2. Click on the Location Name for the user's location.

   

3. Click the Settings button on the right side of the screen.

   

4. Select Users from the drop-down menu. 

   

5. A list of users will be displayed.**
6. Select the Username of the user you want to activate.
   • Note: If the user is currently inactive the username should be prefixed with DELETE.
7. Click the Inactive button just above the user info section (toward the middle of the screen).

   

8. If the user is activated, the following two confirmations will appear.
   1. A message box at the top of the screen.
   2. The Inactive button will change to say Active.

      

**If the User Doesn't Appear in the List

If the user account you want to change does not appear in the location's user list, check the Status filter first.

1. Check the Status showing in the filter menu.

   

2. Click on the status to expand the menu.
3. Select the appropriate status for the user you want to change.
   • Note: You can click Select all to ensure that all the user accounts for the location are shown, regardless of their status.