Security: I have an Account User (employee) that no longer works for me. How do I secure my account?

These are the immediate steps you should take to secure your account if you have an account user/staff member that no longer works for you. 

1) IMPORTANT: Log in as the administrator and inactivate their account. 

• Account Users: How do I disable/inactivate an account user?

2) If they shared a username with you or other staff members, the shared usernames and passwords will need to be updated.

• NOTE: If the staff member has access to the email address on file for this active user account, they could reset their Cash Practice username and password.
• If they have access to the email address on file, we highly recommend you change the password for that email account (not in Cash Practice, but in the actual email system).
• Account Information: How do I change my password? (Admin)
• Account Users: Where do I change my username/ password? (User)

3) If you are concerned about recent activity within the account, please look at the following items: 

• Review your posted payment report for recent charges and refunds.
  • Payments: How do I search for past transactions using my Payments Report?
• Review your current Auto-Debits to ensure there were no un-approved changes or cancelations
  
  • Auto-Debits: How can I see a list of all active auto-debits?
  • Reports: Where can I find a list of all my canceled auto-debits?
• Review recently sent emails
  • Managing Campaigns: How do I manage active campaigns assigned in bulk?