How do I block (disable) a client's account?

Open the Clients page. 

Click on the client account you want to close. The details panel will open. 

In the details panel, click Block. The status of the account will change to Blocked, and the “Block” button in the details panel will change to “Activate”. To close the details panel, click Close.

On the Clients page, the status of the account will be displayed as Blocked (red).

If at any time you wish to re-activate the account, repeat the process and click Activate in the details panel.

What happens when a client’s account is closed: When a client’s account is closed, she will no longer be able to use her account. If the client tries to log in, a message will be displayed that the account has been disabled. You will not be able to create new packages, messages, tasks, alerts, or surveys in the client’s account.

You will continue to have in your account (in CaseKeepers Professional) all information from the client’s account prior to your closing it. That is, you will have copies of the client’s journal entries with attachments, packages, messages, tasks, forms, alerts and surveys.