Scoping Tool
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      2. Botkeeper Feature User Guide
      3. Scoping Tool

      How do I terminate a client?

      There may be various reasons you want to terminate a client from the Botkeeper portal; here's how.

      Your client’s package will determine the steps you need to take to terminate them from the platform:

      Infinite

      To terminate an Infinite client take the following steps:

      1. Click on Client & User Management.
      2. Click on the Clients tab; if you are not already there.
      3. Click on the client name you would like to terminate.
      4. Click on the Terminate Client button in the upper right corner.
      5. A Terminate popup window will appear: 
        1. Use the drop down to answer the following questions:
          1. Do you want to terminate now or after the months’ books are closed?
          2. Termination reason
        2. Enter your Signature for acknowledgement.
      6. Click the Terminate button.
      7. A popup window will appear alerting you:

      We're sorry to see this one go!

      With the termination of this client, you are now able to add another one to the platform. If you do not have one and would like to adjust your bill, chat with us in the lower right or submit a request to our team via ticket.


      You have now successfully terminated your client from your platform.

      Note:  You will have 90 days from the date of termination to:

      • Download items from your client portal before they are purged from the portal; unless you choose to delete your client’s data immediately.
      • Cancel the termination should you decide to resume service — if 90 days have passed, you will be required to rescope the client.

      Infinite+ or Legacy Packaging

      To terminate an Infinite+ or legacy package client take the following steps:

      1. Click on Client & User Management.
      2. Click on the Clients tab; if you are not already there.
      3. Click on the client name you would like to terminate.
      4. Click on the View Scope button in the upper right corner.
      5. When the scoping tool window appears, click on the Action button.
      6. Select the Terminate option in the drop down.
      7. A Terminate popup window will appear: 
        1. Use the drop down to answer the following questions:
          1. Do you want to terminate now or after the months’ books are closed?
          2. Termination reason
        2. Enter your Signature for acknowledgement.
      8. Click the Terminate button.
      9. A popup window will appear alerting you:

      We're sorry to see this one go!

      With the termination of this client, you are now able to add another one to the platform. If you do not have one and would like to adjust your bill, chat with us in the lower right or submit a request to our team via ticket.


      You have now successfully terminated your client from your Partner portal.

      Note:  You will have 90 days from the date of termination to:

      • Download items from your client portal before they are purged from the portal; unless you choose to delete your client’s data immediately.
      • Cancel the termination should you decide to resume service — if 90 days have passed you will be required to rescope the client