Feature reserved for the accounting firm's practitioner
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This interface allows you to close one of your client accounts.
The procedure for closing a client account is the same for “administrator” and “standard” accounts |
Une entreprise facturée ne peux pas avoir uniquement des comptes “client standard”. En effet, un compte “client administrateur” est obligatoire pour pouvoir bénéficier des comptes “client standard”. Dans le cas contraire, les accès au portail risquent d’être coupés. |
Close a client account
To close a client account, you must:
Go to your “Administration”
Select the “Users” menu
Search and select the customer account to close
Then click on “Delete this user account” located in the quick actions
Validate by clicking on “Confirm”
This action will not delete any data. Indeed, if the account is reopened, the customer will find all his data (documents in Documents, messages, tasks…). The login details for the portal (email and password) will also remain unchanged.
Restore a client account
To restore the previously “closed” account, select the “Deleted Users” filter in the “Users” menu, select the relevant account, then click on “Restore this user account” and confirm by clicking “Confirm”.
This action is only available by a practitioner with the validation rights. |
