In some scenarios, you may want to ‘de-activate’ a contact so they can no longer login to the platform / they will not appear in your contacts list screen.
This is a popular feature if you have previous staff members you no longer want logging into the platform.
as you know, at CourseCo we do not like ‘deleting’ contacts as there is a lot of data linked to them. This solution allows you ‘remove’ without fully deleting the contact from the system.
You can ‘re-activate’ contacts at anytime also! follow the steps below
Contacts | setting a contact as ‘inactive’
This feature is not enabled by default, please contact us if you would like us to enable this free feature.
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Login as Admin
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Open the contact you would like to set as Inactive
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While on the contacts' detail screen, scroll to the end of the page
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On the left of the screen, you will see a 'Status' section.
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Toggle the contact from Active to Inactive + save
Outcome:
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the contact will no longer appear in your contacts list screen
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This contact will no longer be able to login to their portal. They will receive a ‘please contact admin to login’ message if attempted.
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The contact can be accessed via the left menu > Inactive Contacts menu
Contacts | revert an Inactive contact to Active
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Login as Admin
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Open contacts and on the sub menu select ‘Inactive Contacts’
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From the list of inactive contacts, search and select your contact
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Scroll to the bottom of the screen and toggle the status from Inactive to Active + save
Outcome:
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the contact will no longer appear in the Inactive Contacts screen
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You can find the contact in Contacts list screen
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The contact can login with the same credentials again or issue themselves a forgot password link to login again