---
title: "Updating & Deactivating Customer Accounts"
description: "## **Why this matters** As a HRSimplified Partner, managing your customers is simple—but knowing *when and how* to update or deactivate an account ensures a smooth experience for both you and your clients. This guide covers the two most common…"
url: "https://hrsimplified.org/docs/updating-deactivating-customer-accounts/"
updated: "2026-03-27"
category: Partner Management
---

# Updating & Deactivating Customer Accounts

## **Why this matters**

As a HRSimplified Partner, managing your customers is simple—but knowing *when and how* to update or deactivate an account ensures a smooth experience for both you and your clients.

This guide covers the two most common actions:

- Editing customer details and packages
- Deactivating (blocking) a customer

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## ✏️ **Editing Customer Details & Package**

![](https://hrsimplified.org/wp-content/uploads/2026/03/image-20-1024x576.png)

Use this when:

- Customer information changes
- You need to update contact details
- The customer wants to upgrade or downgrade their package

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### **How to Edit a Customer**

1. Go to **HRSim Administration → Organisations**
2. Find the customer
3. Click **Actions → Edit**

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### **What You Can Update**

- Organisation Name
- Business Registration Number
- Contact Email
- Contact Number
- Total Employees

👉 Keep this information accurate to ensure correct system usage and communication.

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### 📦 **Changing the Customer Package**

In the same edit screen:

1. Scroll down to the package section
2. Select:
   - Start-Up
   - Business
   - Corporate
3. Click **Save**

🔄 This allows you to upgrade or downgrade the customer based on their needs.

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### ⚠️ **Important Notes**

- Package changes affect **pricing and features**
- Always confirm changes with the customer
- Updates take effect immediately after saving

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## 🚫 **Deactivating a Customer (Blocking)**

![](https://hrsimplified.org/wp-content/uploads/2026/03/image-21-1024x576.png)

Use this when:

- The customer is no longer active
- You are no longer managing the account

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### **How to Block a Customer**

1. Go to **HRSim Administration → Organisations**
2. Find the customer
3. Click **Actions → Block**

🚫 This will deactivate the customer under your partner account.

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### ⚠️ **When NOT to Block a Customer**

Do **not** block the customer if:

- They are moving to HRSimplified directly

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## 🔄 **Customer Moving to HRSimplified Directly**

If a customer decides to move off your partner account:

### **Do this instead:**

1. Contact **HRSimplified Support** or log a ticket
2. Request:
   - Removal from your partner account
   - Transfer to HRSimplified’s direct customer list

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### **Why this is important**

- Prevents data loss
- Ensures a smooth transition
- Keeps the customer’s system fully active

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## ✅ **Best Practice**

If you’re unsure whether to edit, block, or transfer a customer, always confirm with support before making changes.