Deactivate a consultant

Where: Broker view → Resource management

1. Open the consultant’s entry.
2. Set their status to inactive.
3. Click Save.

The consultant can no longer log in and does not appear in approval-group member pickers for any client. Their history of actions is preserved and the record is not deleted.

Caution

Deactivating at the broker removes access across every client simultaneously. You do not need to visit each client separately.

Related: Create a consultant at the broker level · Assign a consultant to a client from the broker