From the Administration tab, select Users. Here you can Add, De-Activate and Re-Activate Additional Users. Keep in mind that only the Administrator or an Alternate Administrator has access to this tab.
- To Deactivate a User, select the User to be deactivated
- Once the User to be De-Activated opens, select Deactivate User and confirm
- If the User being De-Activated has clients attached to their profile, you will receive an alert to Re-assign that Users clients to an Active User
- To Reactivate a User, select Deactivated Users and click on the User you want to Re-Activate
- Once the User to be Re-Activated opens, select Activate This User and confirm
