Deactivating a client
Celoxis allows you to deactivate a client instead of deleting them. This is because a lot of data of the client is present which needs to be preserved. Once you deactivate a client, all its sub-clients are also deactivated.
To deactivate a Client:
- From the main menu, click on View > People > Clients.
- On the displayed page, point to a client, and from the actions drop-down click, Deactivate. You will be prompted to select a new client to reassign the responsibilities.
- Select the client and click Deactivate. The client will be deactivated and will not be able to login to Celoxis.
The following responsibilities of a client will be assigned to the new client:
- Open Projects
- Open app items
- Open Discussions
You can reactivate the user by clicking on the action drop-down of the client and then click on Reactivate.