Portfolio manager can deactivate an user account from the “Manage Users” tab in the Manage Portfolio section. The Portfolio manager can again activate the user account when needed. If a deactivated user again tries to login the following error message is generated " Login or password incorrect(too many .attempt might lock account) ". A deactivated user will be seen in the users list.
Portfolio Manager of the user can deactivate the account by following the below steps
- Go to MANAGE PORTFOLIO > Manage Users
- Click on the user name in the Users list or click on the pencil icon to edit the user account.
- In the dialogue box that opens up, in the Status drop down select "Deactivated". Click on the "Save" button. It can be seen that the user name in the users list will change to "Deactivated".
- To reactivate the user account, in the dialogue box change the status to "Active".