When viewing Task Credentials on a clients profile, users now have the option to relinquish any credentials they occupy.

With some clients having only a limited number of credentials, if you find you’ve completed your work on the account before the 30 mins expiry, we suggest that as a best practice, you relinquish your session and free up that set of credentials for others.

 To relinquish a task credential, go to the “User Manager” in the main navigation menu and go to “Search/view clients”.

Search for the client in the search bar and set the filters based on whether the client is active/pending and click “View”.

Within the client profile, scroll down to the “Task Credentials” and click on the platform of the task credential you want to relinquish.

Within this view, you will see who currently has an active task credential and when it is due to expire. You cannot relinquish credentials that other users still have in session. If all task credentials are in use then you will need to wait or have to contact the user in order for them to relinquish their credential.

To relinquish the credential, click on “Relinquish”.

By relinquishing the credential, you will be logged out of that platform.