Inactivating user accounts

You cannot delete a user account once it has been created, but you can inactivate the user account so that the user cannot log in to Dentrix Ascend.

To inactivate a user

1. On the Settings menu, under Location, click (or tap) User Accounts.

   The User Accounts page opens.

   

   Note: To quickly locate a user account, use the Search box to search for a user account by the user's last name, first name, user name, or email address. As you type your search criteria, the list of matching user accounts is updated automatically.

2. Select a user account.

   The options for editing the user account become available.

   

3. Set the Active switch to No.

   

   Tip: Whenever you modify a user role, Dentrix Ascend automatically sends out an email message to every affected user's account, including inactive ones. To prevent Dentrix Ascend from sending out email messages to inactive users, create a user role for inactive users that has limited access and that you will most likely never change. When you inactivate a user account and, at the same time, assign the limited-access role to the user for every location that the user has access to, the user will receive only one email message that his or her user account was changed.

   Important: The "Edit User" and "Create/Update Role" rights are required for at least one user in each location of your organization:

   • At least one user in each location must be assigned a role with the "Edit User" right enabled.

   • At least one user in each location must be assigned a role with the "Create/Update Role" right enabled.

4. Click (or tap) Save.

   If the user account is for a provider, follow the instructions for inactivating a provider.

Note: You can view inactive user accounts in the user list on the User Accounts page by setting the Include Inactive switch to On.