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 from Ad Hoc Alerts, 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 from Ad Hoc Alerts, or document access.

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