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Deactivating a User Account

Version 14.19
Manage Practice tab > Staff/Providers button

Overview

User accounts can be deactivated in the Security Settings table. Deactivation allows you to keep a user in the system, but make them inactive (unable to log in). To add or edit user accounts, navigate to the Adding staff into Staff Directory article.

  1. Highlight the username of the person you want to deactivate in the left column 
  2. Click the Edit button  at the top of the screen. 
  3. Deselect the Active checkbox.

  1. Click the Security Access button.
  2. Click the Users tab.
  3. Double-click the User Log In and deselect the Enabled checkbox.

  1. Click the Membership tab. 
  2. Select the Username.
  3. Click the Red left-facing arrow button.

  1. Click the OK button to close the window.
  2. Click the Exit button to close the Staff Directory.

Note: If strong password validation settings are enabled, a user's account is automatically disabled (deactivated) if the user tries to log in more than the specified number of times with an incorrect password. To re-enable a user's account in this case, open the Edit User window and select the Enable checkbox.

Version 14.10
Utilities > Manage Practice > Staff/Provider Directory

Overview

User accounts can be deactivated in the Security Settings table. Deactivation allows you to keep a user in the system, but make them inactive (unable to log in). To add or edit user accounts, please see Adding staff into Staff Directory.

  1. Highlight the Username in the left column.
  2. Click the Edit button  at the top of the screen.
  3. Deselect the Active checkbox.
  4. Click the Security Settings button .

Staff Directory

  1. Click the User tab.
  2. Double-click the user's log in name and uncheck the Enabled checkbox.

Security Settings: Edit User

  1. Proceed to the Membership tab. Remove the user from all applicable groups by highlighting the username and using the red arrow indicated below.


  1. Click OK to close this window and the Exit button to close the Staff/Provider directory.
Note: If 'strong password validation' settings are enabled, a user's account will be automatically disabled (deactivated) if the user tries to log in more than the specified number of times with an incorrect password. To re-enable a user's account in this case, open the Edit User window and click to re-check the Enable box.