Make a user inactive

An inactive user can no longer access your company’s data

You may want to inactivate a user when you cannot delete the user but you no longer want them to access your company’s data.

Note: Once an OnBalance user has created a login, you cannot delete the user; you can only inactivate them.

  1.  From the company setup menu, choose Users.
  2.  In the Users screen, click the user you want to inactivate.
  3.  In the Edit User screen, mark the Make the User Inactive checkbox.
  4.  Click Save.

Notes

  • When you inactivate a user, the user will still appear in the Users screen. Their status changes to Inactive, and the user’s name appears in italicized text in the list.
  • To reactivate a user, open the Edit User screen, clear the Make the User Inactive checkbox, and click Save.
  • If you are using OnBalance Express, you will not be able to reactivate a user if you already have two active users, which is the maximum number allowed.

The availability of some or all of these features depends on your version of OnBalance.