How to close a customer account?

Modified on Wed, 05 Oct 2022 at 04:53 PM

This interface allows you to close one of your customers’ accounts.

The procedure for closing a customer account is the same for “Director” and “Secondary” accounts

A billed company cannot only have “Secondary” accounts. A “Director” account is required. Otherwise, access to the DeloitteDirect portal will be cut off.ing

Close a customer account

To close a customer account, you must:

Go to your “Portfolio”
Select the “Users” menu
Search and select the customer account to close
Then click on “Delete this user account” located in the quick actions
Validate by clicking on “Confirm”

This action will not delete any data. Indeed, if the account is reopened, the customer will find all his data (documents in Documents, messages, tasks…). The login details for the portal (email and password) will also remain unchanged.

Restore an account

To restore the previously “closed” account, select the “Deleted Users” filter in the “Users” menu, select the relevant account, then click on “Restore this user account” and confirm by clicking “Confirm”.

This action is only available by a practitioner with the validation rights.