Temporarily deactivate portfolio
The portfolio can be temporarily deactivated in case of leave, absence or other reasons where the training is temporarily stopped. To temporarily deactivate a portfolio, follow these steps:
- Go to User Management
- Click on the user whose portfolio you want to deactivate
- Click on Temporarily deactivate next to the appropriate portfolio
- Then click on The portfolio is temporarily deactivated
When temporarily deactivating a portfolio, billing is temporarily stopped until the portfolio is reactivated. Deactivating a portfolio can be done by either the portfolio owner or the managing organization. Reactivating it can only be done by the administrator of the managing organization.
When temporarily deactivating a portfolio, the portfolio owner retains his/her role in the organization. Should a user permanently stop training and no longer work in the organization, then you can also remove the user from the organization.
A deactivated portfolio is only viewable by the portfolio owner himself/herself and remains available in Reconcept EPA for five years. During those five years the portfolio can be reactivated.
To reactivate a portfolio navigate to User Management. Click on the user and click on Reactivate Portfolio.
If a user has completed his/her training or is continuing with another training, please read further here Complete portfolio
Updated on: 07/04/2025
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