How do I disable a client account?
Only Firm Administrators can disable a client account by editing the client’s status to Disabled in the Client Accounts tab, which removes the client from the list, disables report exports and invoice generation while retaining lease data viewable under My Leases, and prevents previously invited client users from logging in; for clients leaving the firm but wishing to retain access, contacting support@crunchafi.com is advised.
Note: Only users with the role of Firm Administrator can edit client accounts.
To disable a client, navigate to the Client Accounts tab and hover over the row of the client that needs to be disabled. Then click on the pencil icon to edit the client. You'll be able to change the status of the client to Disabled, and if they had previously invited client users, they will no longer be able to log in.
Disabling a client account will remove it from the list of client accounts, disable report exports for the account, and prevent any additional invoices from being generated. Lease data will be retained and is viewable by clicking on View from the dropdown on My Leases.
If a client is leaving your firm but would like to retain their access to Crunchafi Lease Accounting, please reach out to support@crunchafi.com for more information.