Overview
Users cannot be deleted from the FileTrac system as it will impact any historical claim information tied to the user. You can, however, remove a user's access to your system via the steps below.
If a user account was inadvertently added twice
After access has been given to the one User ID you will want to turn all unused logins for this client rep manager to “Inactive”. Please make sure that you communicate with the client rep that they will no longer be able to access their accounts through the user ID’s that were made inactive and that they will access all accounts through the one User ID that was given access to all companies that they manage.
How to Turn a User from Active to Inactive
The instructions below show how to turn a user from Active to Inactive. This is done within the Personnel Manager page.
- Open the Personnel Manager page
- Select Clients and enter the User’s Name
- Select ClaimsRepMgr from the drop-down
- Click Search
- Open the User’s profile by clicking on their name
6. Select FileTrac Settings from the blue bar on the left
7. Change the User Status from Active to Inactive
8. Click Save & Close
