Administrators with the right permissions can activate or deactivate a user's account. To do this, simply toggle the slide button located in the side panel of the user’s profile.
Access
1. Login to your Calculus account.
2. Head to the users Tab > All Accounts and click anywhere on a user’s record.
3. A side panel will appear right side of the screen.
4. Scroll down to Account Status. Use Toggle to Activate or Deactivate a record.
- Deactivated Accounts:
- Will be unable to sign in to their Calculus account for the specified tax year.
- Will not appear in reports.
- Administrators can access and edit deactivated accounts by navigating to Users Tab > Deactivated Accounts.
- Activate Accounts: If necessary, deactivated accounts can be reactivated by using the same slide button.
Bulk Activate or Deactivate Records
1. On the User List, mark the checkbox under the username column of the records you want to deactivate or activate.
Info: Click on the check box on User Names columns to select all users on the page.
2. Click on Actions and a side panel will open.
3. Scroll down to bulk deactivate or activate the selected records.