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:

1. Go to User Management

2. Click on the user whose portfolio you want to deactivate

3. Click on Temporarily deactivate next to the appropriate portfolio

4. 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