Before you begin
Deactivation should preserve historical records while pausing the current relationship.
Recommended workflow
Use the installed status control and review any cascade behaviour for contact login or GST monitoring. Cascade support depends on the installed Client Status Manager version.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Reactivation does not necessarily restore every service or contact login automatically; review each setting.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team