To edit and maintain Client User records, navigate to the Client User area
Edit/Maintain Client User Records
Search for the Client User that is required to be changed. On the Client User record press the 3-dot icon to open a menu.
Actions:
View: View the Client User
Edit: Edit the Client User
Delete: Remove the Client User - note that this is only recommended if there are no transactions against this Client User, it should only be used to delete User’s that have never been active, such as a duplicate record, etc.
Status: Change the status of the Client User from Active to Inactive - if a Client User is no longer required to have access on Texas it is best practice to make them inactive, as they can then
Password Management
If a Client User forgets their password, they will be required to follow the Forgot Password link prompts from the MDT log-in screen.