In BoldTrail BackOffice, you can deactivate and reactivate a user. You will still be able to generate reports as long as the commission data is entered into BoldTrail BackOffice, even if a user is deleted.
Deactivate a user
Navigate to Users > User profile in the BoldTrail BackOffice.
Locate the toggle switch associated with the user account.
Switch the toggle from Active to Inactive to deactivate the user.
The inactive user won't affect your reports, commissions, or transactions. You will not lose any information when you do this, but they will be unable to access their account. Also, your billing will not be affected by inactive users.
Reactivate a user
Navigate to Users > User profile in the BoldTrail BackOffice.
Locate the toggle switch associated with the user account.
Switch the toggle from Inactive to Active to reactivate the user.
Determining if a User Was Ever Set to Inactive
To check whether a user was ever set to inactive:
Navigate to the Activity Logs section in BoldTrail BackOffice.
Search for the user’s account by name or identifier.
Examine the log entries for any records indicating changes to "Inactive" status.
If present, it confirms the user account was previously set to inactive.
If absent, the account may have never been changed to inactive. This method ensures you have complete visibility over past user status changes.
Related Topics
User Permissions in BoldTrail BackOffice: Learn about managing access levels and user roles.
User Activity Logs: Understand how to navigate and utilize activity logs for comprehensive tracking.