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Deactivating a User Account

Version 20.4
Path: Practice Management tab > Staff/Providers button

Overview

User accounts are deactivated in the Staff Directory and Security Settings tables. Deactivation allows you to keep a user in the system, but make them inactive (unable to log in). 

  1. Navigate to the Staff Directory: Practice Management tab > Staff/Providers button.
  2. Highlight the Staff Name of the person you want to deactivate. If you cannot locate the user, select the All checkbox to display all users for the practice.  
  3. Click the Edit button .
  4. Deselect the Active checkbox.

  1. Click the Save button .

Tip: Select the Show Inactive checkbox to include all staff and providers who have been marked Inactive in the Staff list.

  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 OK.
  2. Click the Membership tab. 
  3. In the User section, select the Username.
  4. Click the Red left-facing arrow button to remove the user.

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

Note: If strong password validation settings are enabled or the practice, 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 20.3
Path: Practice Management 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.