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Mark Connections as Inactive
Updated over a week ago

A Note on Inactive Client Permissions:

  • Please note that some features listed are only available for tax resolution licenses.

  • Inactive clients do not count toward your account billing.

  • Inactive clients do not have access to the client portal.

  • You can only create Notes, Calendar events, Resolution Cases, Notices, Transcripts, and Emails for Inactive clients.

  • Only the Home, Notes, Communication, and Resolution Cases tabs are visible on an inactive client's profile.

  • You can filter Inactive clients from the client's list.

  • You can add spouses to the primary client's client portal.

Once you add a connection to a primary client, you can edit the client to ensure that they are marked as inactive. Primary clients are those you want to add a connection to.

Mark Connections as Inactive

1. Go to the profile of a primary client in Canopy and click on the options menu in line with a relevant connection.

The Options menu is only visible when hovering the cursor over the connection.

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2. Choose Edit from the dropdown menu.

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3. If necessary, switch the Active toggle to grey.

  • If the Active toggle is grey, it will mark the client as Inactive and will not count toward your limit.

  • If the Active toggle is green, it will mark the client as Active and will count toward your limit.

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4. Click Update.

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