Activate/deactivate or delete an owner
An owner who no longer receives invoices or settlements can be deactivated. An owner can also be reactivated.
Activate and deactivate owner
Find the owner by searching for their surname using the search field. Click 'edit'. In the settings, tick active to activate the owner. Uncheck to deactivate an owner.
Then click save to save the changes.
Note! Each time you activate an owner, an e-mail will be sent to the linked e-mail address requesting them to log in.
Activating or deactivating several owners at once
On the Owners tab, you have the option to filter owners. This is useful if you want to activate or deactivate a certain group of owners at once. Click the ‘Activate all these owners’ button to activate all displayed owners. Click ‘Deactivate all these owners’ to deactivate all displayed owners.
Use labels to be able to filter owners by label.
Delete owners
It is possible to delete an owner if they are inactive and not linked to invoices. To do so, go to the relevant owner and click Delete.
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