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Pause an account

When an account is paused, users can continue working normally. However no output is sent to the target system. This is helpful, for example, if you need to suspend a customer for lack of payment. Unlike deactivation, pausing an account does not disable user accounts, does not send deactivation emails to users, and still accepts incoming documents.

You can pause and resume accounts manually and automatically according to the settings you specify in the Service plan view.

Manually pause and resume accounts

You can manually pause and resume customer accounts and customer groups.

Pause a customer account manually

  1. Navigate to the customer view of the customer account that you want to pause.
  2. Select Pause.
    The system immediately pauses the account. Information about the paused status is displayed in a dialog to Office users when they log in to Tungsten AP Essentials. Batches and documents of paused accounts have the status: Pending resume output and Document pending resume output. You can select Resume to resume normal operations at any time.

Pause a customer group manually

When you pause a customer group, the system automatically pauses all customer accounts within the group. After you resume a group that was paused, you must resume each individual customer account manually. In other words, the system does not automatically resume all customer accounts within the group when you resume a group.

  1. Navigate to the group view of the customer group that you want to pause.
  2. Select Pause.
    The system immediately pauses all customer accounts within the group. Information about the paused status is displayed in a dialog to Office users when they log in to Tungsten AP Essentials. Batches and documents of paused accounts have the status: Pending resume output and Document pending resume output. You can select Resume to allow resuming of all customer accounts within the group. However, you must resume each individual customer account manually.

Resume an account manually

You can select Resume to resume normal operations of a paused account at any time.

  1. Navigate to the customer view of the customer account that you want to resume.
  2. Select Resume.
    The system immediately resumes the account.

    If you resume a customer group, you must resume each customer account within the group manually.

Automatically pause and resume accounts

You can automatically pause customer accounts and customer group accounts when the service plan volume or subscription period reaches its limit. For example, if the service plan volume is set to 100, the account pauses automatically after the 100th document is processed. Likewise, if the subscription period ends 2024-01-31, then the account pauses automatically 2024-01-31 at 23:59 UTC time.

When a customer group is paused, the system also pauses all customer accounts that belong to the group. If the service plan is renewed, the customer group resumes automatically. Active customer accounts within the group are also resumed automatically, unless they exceed the limits specified in their own service plans. Note that deactivated accounts are not resumed automatically.

  1. Navigate to the Account view of the customer account or customer group account that you want to automatically pause.
  2. Select Edit in the Service plan group.
    The Service plan view appears.
  3. Select Enforce subscription period to automatically pause the account when the subscription period ends. Select Enforce volume limit to automatically pause the account when the document volume reaches its limit.

    You can select one or both options according to your needs.

  4. Save your settings.

    The system checks the service plan every hour. If the service plan volume or subscription period reaches its limit, the account pauses automatically.

    If an administrator renews a service plan, the account resumes automatically when the administrator saves the service plan settings.

    If a subscription period is set to a future date, the account resumes automatically on the specified date.