How do I disable a client account?

Note: Only users with the role of Firm Administrator can edit client accounts.

To Disable a client, navigate to the Client Accounts tab, then click on the blue pencil to edit the client. You'll be able to change the status of the client to Disabled and if they had previously invited client users, they will no longer be able to log in.

Disabling a client account will remove them from the list of client accounts, disable the exporting of reports in the account, and prevent any additional invoices from being generated for the account. Leases data will be retained and is viewable by clicking on the lease details icon from My Leases.

If a client is leaving your firm but would like to retain their access to LeaseCrunch, we have options to help! Please reach out to support@leasecrunch.com for more information.