Users in the portal can now be deactivated and, if desired at a later time, reactivated.
What is it?
Users in the portal can now be deactivated and, if desired at a later time, reactivated.
If a user is set to be deactivated, the portal will prompt you to assign any of their tasks, documents, or account ownerships to a new user (only one person can be selected to inherit; if tasks need to be redistributed, you can do so in Work on a per-task basis). If the user had no assigned tasks, documents, or account ownerships, the portal will simply allow you to deactivate them with no further information.
When reactivating a user, you can choose to grant them the same access and roles they had previously, or select new ones.
How does it work?
Whether you need to deactivate or reactivate a user, you will need to visit the “Users” tab within the Portal Manager Module. Deactivated users will no longer be able to log in, or complete any work in the portal.
To Deactivate a user:
- Use the search bar to locate the user’s name, or scroll the list to find them.
- You may either open the user’s profile and click the “deactivate” button in the upper right hand corner of the profile; or you may click on the action menu (ellipses) to the far right of the user’s name in the list, and select “Deactivate User” from the drop-down.
- The pop-up screen will confirm the user’s name you’ll be deactivating. If the user had any assigned tasks, documents, or account ownerships, you will be prompted to reassign all of them to a new user.
- If the user had assigned tasks, documents or account ownerships, select a user from the drop-down list to reassign these to. Note: You may only choose ONE user to inherit these items during the deactivation process. If you wish to distribute tasks to multiple users, you will need to visit the “Work” module and reassign those tasks as desired. Otherwise, the inheritor will be assigned ALL the deactivated users tasks. Click “next,” then confirm the deactivation.
- If the user had no assigned tasks, documents, or account ownerships, you will simply be asked to confirm the deactivation.
Note: If a deactivated user was listed as a client’s Point of Contact (PoC), you will need to update that information in the scoping tool.
To Reactivate a user:
- Use the search bar to locate the user’s name, or scroll the list to find them.
- You may either open the user’s profile and click the “reactivate” button in the upper right hand corner of the profile; or you may click on the action menu (ellipses) to the far right of the user’s name in the list, and select “Reactivate User” from the drop-down.
- The pop-up screen will ask if you would like to reactivate the user with their previous role and clients, or select a new role and clients for them.
- If you wish to return the user to their previous role and clients, select that option and click “reactivate.”
- If you wish to assign a new role and/or clients to the user, select that option and click “reactivate.” This will prompt a new pop-up that will allow you to elect the new role and clients for the reactivated user. Click “reactivate.”