OptimCE — User guides

Deactivate and reactivate a member

Guide utilisateur User guide

1 Open the members list

Navigation
In the "Management" section, open "Members" then click "Members".
Step 1

2 Find the member

Member lifecycle
Search the member by name. Here we pick a member with no active meter, because a member tied to an active meter cannot be deactivated.
Step 2

3 Open the member record

Navigation
Click the member's row in the table to open their record.
Step 3

4 Active member record

Member lifecycle
The member is active: its status badge is green and a "Meter" tab is available. The action buttons let you deactivate it or put it on hold.
Step 4

5 Deactivate the member

Member lifecycle
Click "Deactivate". The status change is immediate, with no extra confirmation.
Step 5

6 Member deactivated

Member lifecycle
The badge switches to "Inactive" and the "Meter" tab disappears: an inactive member can no longer be tied to a meter.
Step 6

7 Reactivate the member

Member lifecycle
The "Activate" button reactivates the member. You can manage a member's whole lifecycle from its record.
Step 7

8 Member reactivated

Member lifecycle
The badge returns to "Active" and the "Meter" tab reappears. The member is fully operational again.
Step 8

Deactivate and reactivate a member

Guide utilisateur User guide

1 Open the members list

Navigation
In the drawer, open "Members" then tap "Members".
Step 1

2 Find the member

Member lifecycle
Search the member by name. Here we pick a member with no active meter, because a member tied to an active meter cannot be deactivated.
Step 2

3 Open the member record

Navigation
Tap the member's card to open their record.
Step 3

4 Active member record

Member lifecycle
The member is active: its status badge is green and a "Meter" tab is available. The action buttons let you deactivate it or put it on hold.
Step 4

5 Deactivate the member

Member lifecycle
Click "Deactivate". The status change is immediate, with no extra confirmation.
Step 5

6 Member deactivated

Member lifecycle
The badge switches to "Inactive" and the "Meter" tab disappears: an inactive member can no longer be tied to a meter.
Step 6

7 Reactivate the member

Member lifecycle
The "Activate" button reactivates the member. You can manage a member's whole lifecycle from its record.
Step 7

8 Member reactivated

Member lifecycle
The badge returns to "Active" and the "Meter" tab reappears. The member is fully operational again.
Step 8