7. How to Deactivate a Client

Sometimes you need to remove a client from active workflows—whether they’ve closed their account, gone dormant, or require review—while still retaining their history for auditing and reporting. Deactivating a client keeps their record in the system (visible to authorized employees) but prevents any new assignments to projects, desks, or tasks. You can reactivate them at any time, and every state change is fully tracked in the Logs.

To deactivate a client:

Open the Clients Module

In the left-hand nav, click Clients to load the client list.

Find Your Client

You can scroll, or use the Search… box / Filter drawer to locate them quickly.

Open the Edit Drawer

In the client’s row, click the ✏️ Edit icon under the Actions column.

This opens the Edit Client drawer on the right.

Ensure You’re on the “General” Tab

Along the top of the drawer, click General if it isn’t already active.

Locate the “State” Control

In the top-right corner of the General pane, you’ll see a dropdown labeled State.

Open the State Dropdown

Click the current value (e.g. “Active”) to expand the list of options.

Select “Deactivated”

Active → client can log in / be assigned.

Deactivated → client remains viewable but cannot be assigned to new work.

Suspended → (optional) locks the client out temporarily without full deactivation.

Save Your Changes

Click Save (top-right of the drawer).

A brief spinner may appear, then the drawer refreshes showing State: Deactivated.

Verify Deactivation

Back in the Clients list, the client’s State column will now read “Deactivated.”

They will no longer appear in assignment dropdowns, but their history remains for reporting and audit.

Pro Tip:

You can reactivate at any time by repeating these steps and selecting Active.

Use the Logs tab to see when and who changed the client’s state.