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Knowledge Base |
Extend A Client Login
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Requirements - A Master Admin login or a staff type with the following permissions:
- Member Management : General - Can access member options
- Member Management : General - Can edit member profiles
Determining If You Should Manually Adjust The Client's Active Login Date.
The client's log in date can be affected by an invoice not being paid or the membership ending. This client example has been pulled up to show what you would see if there are issues on the account. After you
search and select the client make sure that they are not past due or
expired. If they are you may want to
address these issues before extending the date for the client login access.
NOTES:
- If the client has a note about their membership ending you probably will want to sign them up for a new agreement.
- Depending on how your site is setup paying an invoice will extend the client's login access. After you take care of any past dues payments go onto the next step to verify whether login has been extended.
Accessing The Client Profile
If you determine you want to manually update a clients login access you will need to click on the PROFILE button.
Extending The Client's Active Login Date
Clicking the PROFILE button will open the customer profile. Scroll down
to the field Login Active Until and either check the box for
No time limit or enter in a date in the future to allow a client to
login until that time. To save
your changes click the button for Click To Update.
Related Articles:
Auto Extending Client Logins
Email Client Their Username And Password
Widget - Recent System Logins
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