Need to lock or unlock a daisyBill user? No sweat!
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’ switch
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 login again unless unlocked.
If the user being locked has Incomplete Tasks or Task Preferences assigned to them, you will be notified and a summary of Incomplete Tasks and current impacted Task Preferences will be displayed. For more information on updating Tasks and Task Preference see the Help Articles:
Step 4. Click ‘Lock’ to confirm locking of user
Step 5. To unlock a user, toggle the ‘Active’ switch
Unlocking a user immediately restores their daisyBill access.
That was easy!