Step-by-Step Guide
Terminated/Cancelled and Reinstated Users
3 min
this prevents canceled clients from sending in requests for certificates, timesheets, employee setup, and other services this prevents canceled clients from sending in requests for certificates, timesheets, employee setup, and other services feature breakdown when a client is marked as canceled or terminated in {{januscrm}} , their login gets moved to an 'inactive' list, blocking them from accessing peoplematic peoplematic will present a screen/page notifying the user that no account could be located user must contact us directly for further assistance upon reinstatement , their credentials are moved back to the 'active' table, restoring access ensure the client's lead card status is bound if you have questions about canceling or terminating a client, ask your supervisor product visualizer ◈ mobile application ◈ client portal if the user is having issues, click the button below to assist you creating a support ticket