How Do I Deactivate a Group?

🔖 Instructions

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

2. Click the group you want to edit.

3. Click “Edit group” on the top right.

4. Click on the radio button beside the “Inactive” button.

5. Save your changes.

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

📚 Related Resources

• Page:
  How Do I Deactivate a Group? (Support)

  • group
• Page:
  How Do I Edit a Group? (Support)

  • group
• Page:
  How Do I Add a Group? (Support)

  • group