Before disabling a user, their active tasks must be completed or re-assigned to other users.  Sometimes a user may be accidentally disabled with active tasks still assigned to their account in the system. An Agency Admin who has access to the Agency Admin feature can resolve this issue.  


For those who don't have the Agency Admin feature, please contact support@ezlynx.com for assistance.

 

EZNOTE: THESE INSTRUCTIONS MUST BE COMPLETED BY AN AGENCY ADMIN.


Close Tasks for Inactive/Disabled User


To resolve active tasks for a disabled user:

  1. Re-enable the disabled user:
    • Hover over the Settings icon, and select Agency Admin.
    • Under Manage Users tab, check the box on the right to Include Disabled Users.
    • Search by name, username, or email to locate the disabled user.
    • Under Actions, click Enable.
       
  2. Complete or re-assign the user's tasks:
    • Hover over Dashboard icon, select Agency Tasks.
    • Click the Filter icon then enter the user in the Filter Assigned Users box.
    • Click the Wrench icon for each task.  Either mark the task as completed or re-assign the task to another user. 
  3. Disable the user again:
    • Hover over the Settings icon, and select Agency Admin.
    • Under Manage Users tab, search by name, username, or email to locate the user.
    • Under Actions, click Disable.

Close Tasks for a Deleted Customer


To close open tasks associated with a deleted applicant, you first need to restore the deleted customer account. See our Merging, Deleting, & Restoring Customer Accounts article to learn how!

  • Once the Customer's account is restored, Go to Customer's Overview tab.
  • Under the Tasks card, click View All.

  • Mark tasks as completed, add a note and Save.


3.  Delete the applicant again:

  • Click the applicant's Details tab.
  • Scroll down, and click Trash can icon to delete the Customer Account again.