You can easily deactivate and reactivate a users account on Alto. You might look to do this when a staff member leaves the business or goes on maternity leave.
Note
You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will have access to these permissions
This article includes:
Deactivating a user account
User accounts in Alto cannot be deleted but they can be deactivated, thus freeing up a user licence.
Note
Before deactivating a users account, you should ensure that any diary appointments belonging to that user are transferred to another member of staff. To do this:
- Click Diary on the main toolbar
- Within the Available Diaries section, click Branch Diaries
- Select the required branch from the Branch dropdown menu
- Set Style to Resource View from the dropdown menu
- On the column of the user you are going to make inactive, click and drag their appointments to another users column
- Click Yes to confirm
To deactivate a user account:
- Click Tools on the main toolbar
- In the dropdown menu, click Templates and admin
- On the side menu, under System Tools, click System Administration
- Click Group Users
- Click Edit next to the user you want to deactivate
- Scroll down and change their Status to Inactive
- Click Save
Reactivating a user account
- Click Tools on the main toolbar
- In the dropdown menu, click Templates and admin
- On the side menu, under System Tools, click System Administration
- Click Group Users
- Click Edit next to the user you want to reactivate
- Scroll down and change their Status to Active
- Click Save
Warning
Remember to assign group roles to the user, otherwise, the user will not be able to log in to Alto
Note
If you have no licenses available, an error message appears. For help with arranging additional licenses, complete the form here.