We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

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, please see Adding staff into Staff Directory.

  1. Locate the user you would like to deactivate and highlight their name on the left column where staff names are listed.
  2. Click the Edit button  at the top of the screen. Then, deselect the Active checkbox.

  1. Click the Security Access button.
  2. Locate the Users tab.
  3. Double-click on the user's log in name and uncheck the Enabled checkbox.

  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 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.
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. Locate the user you would like to deactivate and highlight their name on the left column where staff names are listed.
  2. Click the Edit button  at the top of the screen, then uncheck the Active checkbox.
  3. Click on the Security Settings button .

Staff Directory

  1. Locate the User tab.
  2. Double click on 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.