Deactivating Users

To deactivate a user, navigate to "My Company" on the main menu and select "Manage Users".

Select the arrow next to "View" and then click the "Deactivate User" option.

A pop-up window will appear to confirm that you want to deactivate the user. You also have the option to set an end date for the user on which they will be deactivated.

All of the user's historical submissions are maintained. They will not be assigned to any certifications going forward and all brokerage connections are automatically deactivated. Change the "Show Inactive" toggle to view all deactivated users.