Manual suspensions

You can manually suspend any active {{variable.customer}} in a few clicks {{variable.OnTheAdminPanel}}.

Suspending a {{variable.member}} with active {{variable.contracts}}?

We always recommend cancelling the {{variable.customer}}'s {{variable.contracts}} before suspending them. This ensures they're not charged for all missed billing cycles if you ever unsuspend them.

{{snippet.FirstStepProcedure}}
{{variable.CLICK}} {{variable.Customers_Link}}.
{{variable.TICK}} the checkbox next to every {{variable.customer}} you want to suspend.
{{variable.CLICK}} Suspend account in the {{variable.BulkActionsMenu}}.
{{snippet.Continue_ConfirmationStep}}

You've successfully suspended the selected {{variable.customers}}. Next time they log in to the {{variable.MembersPortal}} they'll see that they are suspended via a banner at the top of the page.

Suspensions don't revoke {{variable.MembersPortal}} access.

Suspended {{variable.customers}} retain access to your {{variable.MembersPortal}} unless you also revoke their access or archive their account.

You'll need to manually lift the suspension for {{variable.customers}} to regain full access to your {{variable.MembersPortal}}.

This applies to {{variable.customers}} you manually suspend on the {{variable.AdminPanel}} and {{variable.customers}} who are automatically suspended via {{variable.CRMboards}} and signup settings.

Automatic suspensions

You can also automatically suspend {{variable.customers}} via signup settings, {{variable.CRMboards}}, or if they have unpaid {{variable.invoices}}.

Signup settings

When adding new {{variable.customers}}, toggle on This account is suspended under the Accounts tab. Their account will remain suspended until you manually unsuspend them to give you time to complete their onboarding.

When adding new {{variable.plans}}, toggle on Suspend {{variable.customers}} joining this {{variable.plan}} under the Limits tab. Any {{variable.customer}} joining these {{variable.plans}} are suspended until you manually unsuspend them to give you time to complete their onboarding.

{{variable.CRMBoards_CAP}}

When adding stages to {{variable.CRMboards}}, toggle on Deactivate the account of {{variable.opportunities}} added to this stage under Auto actions. {{variable.Customers_CAP}} added as {{variable.opportunities}} are suspended when they move to this stage on your {{variable.CRMboard}}.

Unpaid {{variable.invoices}}

When defining {{variable.plan}} limits, select Customer accounts in this plan will be suspended if they have unpaid {{variable.invoices}} due over under the Limits. {{variable.Customers_CAP}} will be suspended if they have unpaid {{variable.invoices}} past the number of days you've allowed in the {{variable.plan}}.

{{variable.Customers_CAP}} with access to {{variable.MembersPortal}} will also see that they're suspended via a banner at the top of the page when they next log in.

Suspensions don't revoke {{variable.MembersPortal}} access.

Suspended {{variable.customers}} retain access to your {{variable.MembersPortal}} unless you also revoke their access or archive their account.

You'll need to manually lift the suspension for {{variable.customers}} to regain full access to your {{variable.MembersPortal}}.

This applies to {{variable.customers}} you manually suspend on the {{variable.AdminPanel}} and {{variable.customers}} who are automatically suspended via {{variable.CRMboards}} and signup settings.