How to Disable an Account

  1. Navigate to Setup → Accounts.
  2. Select the name of the user.
  3. In the General tab, click the Disable button.

Important Notes:

  • Disabling a user will prevent them from accessing TotalBrokerage, but their data will remain in the system.
  • Once a user is added or re-enabled, they cannot be disabled again for 30 days.