Changing the Status of a Staff Member

A staff member can have the following statuses:

• Active. The Staff member can log in to CCH Axcess.
• Inactive. The staff member cannot log in to CCH Axcess. Inactive staff are removed from lookup lists unless you modify the filtering to include inactive staff. The staff member's license remains in use.
• Terminated. The staff member remains in the system, but cannot log into CCH Axcess and all licenses are unassigned. Staff members can be marked with the Terminated status rather than being deleted from the system. Terminated staff can be reactivated at a later time.

Note: For information about deleting staff, see Deleting an Entity. Before staff can be deleted, all active references to the staff must be resolved. Deleted are removed from lookup lists.

As a security measure, your firm administrator can configure notifications that are sent when the status of staff members change. See Managing Notification Conditions From Dashboard for instructions.

To edit a staff member's status, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Select the check boxes for the staff members whose status you want to edit, and then do one of the following to open the Staff Profile window:
   • If you're editing a single staff member, click Open in the Edit group on the Home ribbon.
   • If you're editing more than one staff member, select Update Multiple >  Individually in the Edit group on the Home tab. The number of the current record and the total number of selected records display in the lower-left corner. Records open for editing in the same order they display in the grid.
3. On the General tab, select an option from the Status list in the in the Login profile section of the window.
4. Click Save & Close to exit the profile, or, if you are editing multiple staff members, click Save & Next to update the next selected staff member.