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Activate/Inactivate Clients & Users (article)

Instructions:

To activate a Client or User, check the Active box in their chart or personnel file. To view all inactivated clients or users, filter for Active = No in the client chart or personnel file.

Client Chart

Personnel File

All inactive clients or users are listed in a tan color.

 

 

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1 Comments

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    Leslie Marshall

    I prematurely deactivated a user.  When in the Administration>User Management program I tried to hit the 'filter' tab to filter just inactive users and nothing happens.  Please help. Thank you!

    Leslie Hansen, COO

    Directions Counseling Goup

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