Change a Contact's Account Status

Premium Feature Contacts procedure

Statuses work with permissions and roles to determine the features you can access. If you have the proper permissions and role, you can update contact account statuses on the Accounts page or the Basic Information tab in account profiles.

Statuses can be any of the following:

  • Active: Contacts can log in and access features according to their assigned roles and permissions.

  • Inactive: Contacts can log in, but they cannot be selected for inclusion in organizations, notification groups, or notifications.

  • Closed: Contacts can't log in or be selected for inclusion in organizations, notification groups, or notifications.

  • Deleted: Contacts can’t log in, and their account information is irretrievable.

When performing this procedure, document permissions referenced in the Change Status window do not apply to contact accounts.

To change a contact's account status

  1. Access Contacts.

  2. Click the Accounts tab.

  3. On the Accounts page, click the checkbox next to the relevant contacts.

  4. Click Change Status. The Change Status window opens. The number of accounts that will be affected appears at the top of the window.

  5. Select the new status, and then click Save.

  6. Click OK to confirm the action.