Manage Users - Lock User

Use the lock feature to terminate access for users who should no longer have daisyBill access.

Step 1. On the navigation bar, click ‘Settings’, followed by ‘Manage Users’

Only Administrators can access this feature.

Step 2. To lock a user, toggle the ‘Active’ button

Locked users can’t access daisyBill.  A user who is logged in when locked will be immediately logged out and will not be able to log in again unless unlocked.

If the user being locked has Incomplete Tasks or Task Assignments assigned to them, you will be notified and a summary of Incomplete Tasks and current impacted Task Assignments will be displayed. For more information on updating Tasks and Task Assignments, see the Help Articles:

Batch Update Tasks

Bill Task Assignments

RFA Task Preferences

Step 4. Click ‘Lock’ to confirm the locking of the user

Step 5. To unlock a user, toggle the ‘Active’ button

Unlocking a user immediately restores their daisyBill access.