Articles on: User Management

How do I de-activate a user?

If a user leaves your practice, you can de-activate their account, so they no longer have access to the system.

If you de-activate a user's account, the data associated with the account (Appts, Notes, Assessments) will not be deleted. This means that you, as the data owner, will still have a record of the information that was produced by the user during their employment at your practice.

To de-activate a user, go to Settings -> Users, locate the user that you wish to de-activate and click on the three dots at the end of the row. From the menu that appears, click on Deactivate.

Once deactivated, the user will no longer be able to access the system but their records (and audit history) will remain in the patient summary for each client they have treated. 

This process can be reversed by ticking the "Show deactivated users" checkbox and then clicking Activate from the menu for the deactivated user. This will result in a new invitation email being sent to your colleague along with fresh login details.

De-activating a user does not automatically adjust your subscription. If you wish to reduce the number of users that you are paying for, please read the article below.

How do I reduce the number of users in my subscription?

Updated on: 28/03/2023

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