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How to deactivate or restore a team member's account

Ava avatar
Written by Ava
Updated over 3 years ago

NOTE: Only admin accounts can add or edit user accounts - they are identified by an "A" next to each admin's name in Team Settings:

How to Deactivate a User:

You can't delete user accounts - however, you can inactivate them. For example, if a team member no longer works at the office, you may want to disable the account.

To do this, go to Settings >> Team (see above graphic) and click the Edit button next to their name to open their settings - this is only visible to admins).

Now click "Deactivate user" at the bottom of the window:

A button will appear on the underneath the window that says "Reassign Patients" and you must do this to deactivate the user:

Now choose a team member for patient reassignment patients from the drop-down that appears and click "Save":

NOTE: After selecting another team member from the list, you'll still see the "Reassign Patients" button.

Once you've gone through these steps, save the user settings and you'll see that deactivation has been successful!

How to Reactivate:

Deactivated users can't be deleted and will still be visible.

To restore a disabled user, simply click on the greyed-out "Edit" button next to their name.

Click the blue "Activate" button and then "Save" .. easy!

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