How to Deactivate and Reactivate User

Users can be deactivated when they are no longer employed and reactivated later if they return. Deactivating a user frees up an available seat without deleting their account history.

Step 1. Open the user profile

• Go to Users
• Locate the employee
• Confirm their current status shows as Active

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Step 2. Deactivate the user

• Open the user profile
• Click Options (top right)
• Select Disable
• Enter the employee’s termination date
• Save changes

The user will now show as Inactive and their seat becomes available.

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Step 3. Verify seat availability

• Return to the Users page
• Confirm the user now shows as Inactive
• Confirm your active seat count has updated

Example:

• Previously: 4 of 4 seats used
• After deactivation: 3 of 4 seats used

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Step 4. Reactivate a user if needed

• Open the inactive user profile
• Click Options
• Select Activate User

The employee can immediately log back in using their existing email and password.

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Step 5. Reset password if needed
If the employee forgot their password:

• Open the user profile
• Click Options
• Select Update Password

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Notes

• Deactivating a user does not delete their payroll or job history
• Inactive users no longer count toward active provider seats
• Reactivated users retain their previous login information unless the password is changed