Deactivate or reactivate a collaborator user
Nothing is truly ever deleted in Key CashFlow. We understand that part of the audit process involves being able to find things later and reference their audit trails. However, you may need to remove a collaborator user from your Key CashFlow account, so they no longer have access to sensitive financial data. A Key CashFlow administrator can use the steps below to deactivate and reactivate Users.
Deactivate a collaborator user
- Select settings
- Select Users under Permissions
- Select the name of the user
- Select the trash can icon
Reactivate a collaborator user
- Select settings
- Select Users under Permissions
- Select Show Inactive Users at the bottom of the page
- Select the name of the user being reactivated
- Select the open trash can icon
Things to know
- If a deactivated user is an approver listed on a unapproved bills/vendor credits, an Administrator will be sent a notification via the To Do List to fix the records after a User has been deactivated
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite
