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? 

• If you see the account user accessed your account after they were terminated, please contact our support department at Support@CashPractice.com or call 877-343-8950 ext 102 for more information. Our team of engineers will be able to see more recent activity on the account. 

4) We recommend you inactivate log-in credentials for the terminated employee in any other systems you may use.

NOTICE!: All account users who have not logged in for 6 months (180 days) will be automatically inactivated by the Cash Practice® System to increase account security.