Account Statuses

Account statuses work with roles and permissions to determine the features you can access. If you are a Client Admin, you can update account statuses on the Accounts page or the Basic Information tab in account profiles. If you can log in to the solution but are not a Client Admin, you can change your status between Active and Inactive in the Basic information tab.

These are the different statuses.

• Active: You can log in and access features according to your assigned roles and permissions.

• Inactive: You can log in, but you can’t be selected for inclusion in organizations, groups, notifications , or document access. Your access to documents persists until your access is manually removed or your account is closed or deleted.

• Closed: You can't log in or be selected for inclusion in organizations, groups, notifications, or document access.

• Deleted: You can’t log in, and your account information is irretrievable.