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  1. Click "Entities" on the left-hand navigation.

  2. Click the entity you want to edit.

  3. Click on the green Active button. The status will automatically be changed to Inactive.

Note: Only ‘Admin' users are able to deactivate an entity. If you are a general user, you will need to contact your firm’s admin user to deactivate the entity.

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🔖 Instructions: from the Group

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