Preventing a Party from Logging In

You can prevent a customer from logging in by locking or disabling their account. You must have the Edit user accounts privilege over the customer's role in order to do this. See Working with Sub-Role Privileges for more information.

• Disable the customer account if there is a problem with that account. For example, you might disable an account if the customer is in arrears with payments.

  Note

  A customer account is automatically disabled if they experience too many login failures. In this case you should also generate a new password for the customer.

• Lock the customer account if you need to temporarily disable the account for administration purposes. For example, you might lock a customer account if you are planning to perform some system maintenance that will affect only a few users.
• Lock the authentication group if you want to prevent all users (except for System Administrators) from logging in. Lockout settings for a whole authentication group are set in the Auth Groups module. See Configuring Authentication Group Settings for details.

To lock or disable a user account

1. In the Parties module, select the party whose account you want to change.
2. On the Parties > Accounts tab, click Edit, to change the account settings for that party.
3. To lock the account, select the System Lockout check box.

   Note

   Don't use the Temporary Lockout check box to disable a user account. This setting will expire after a few minutes. It is set and cleared automatically by the system when a user has too many failed login attempts.

4. To disable the account, deselect the Enabled checkbox.