Disabling PractifiU Accounts

Overview

Occasionally, you may need to disable user access to PractifiU. Since PractifiU is different from Practifi, users will need their account disabled within the PractifiU platform itself to stop access to PractifiU. As a Manager in PractifiU, you can control if a user within your group should have access to PractifiU. For information about disabling Practifi access, please consult our Deactivating Users article.

Disabling PractifiU Accounts

To disable a user within PractifiU, do the following:

1. Log into PractifiU using your credentials. You will need to be designated as a Manager to disable a user. If you are not designated as a Manager and need this access, contact your firm's CSM or our Practifi Support team. 
2. From the primary navigation menu on the left-hand side of the PractifiU screen, select Users to open your firm's list of PractifiU users.
   
   
   
   
3. Select the name of the user whose account you need to disable from the list of users. This will open their User's Summary page. 
4. Toggle off the Login enabled setting to disable this option.
   
    
5. At the bottom of the screen, press Save to finalize this change. The user will now no longer be able to log into PractifiU. If access should be regranted, the Login enabled setting can be enabled again to grant the user access to PractifiU.