How to deactivate a client administrator

How to deactivate a client administrator

You have the ability to deactivate an administrator user who no longer requires access to your package. This will generally be applicable if someone has left your business and you need to remove their access.

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Deactivating an administrator

  1. Select “Settings” and locate the administrator you wish to deactivate > select “Deactivate” against their profile:


  1. If the administrator has records they are responsible for, you will be prompted to complete an admin transfer. Choose the admin you wish to transfer the records/responsibilities to and select “Transfer”:


Once the transfer has been completed, you will be able to successfully deactivate the administrator from your package. You can filter by “Deactivated Admins” on the Admin Home page if you wish to view their profile or reactivate them at any time:



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