Disable a specific agent for your tenant

Some practices prefer manual control over certain workflows. You can disable any non-Tier-3 agent at the tenant level.

How

Settings → Agents → \[agent name\] → Toggle off

The toggle:

• Disables the agent for all clients under your tenant
• Existing in-progress executions complete; new ones are blocked
• Manual workflows that the agent would have run remain available - you do them by hand

What stays enabled

The Filing Agent (Tier 3) cannot be disabled. The rationale: even if you disable validation, reconciliation, etc., the Filing Agent's role is purely the portal submission with your explicit approval. Disabling it would mean you can't file at all.

Per-client overrides

If you want an agent enabled tenant-wide but disabled for one specific client:

Clients → \[id\] → Settings → Agent overrides

E.g. disable Tax Planning Agent for a high-net-worth client who has their own external tax advisor.

Audit

Every enable/disable is logged. The audit log shows:

• Who toggled
• When
• Before / after state
• Scope (tenant / client)