Deactivating or deleting users

When staff members leave a case, you need to decide whether to deactivate them or delete them. When you choose to deactivate a user, their views, searches, and fields are preserved in the event that they rejoin the case at a later date.

When you are certain that a user no longer needs access to a case, you can permanently delete the user record from the case. All views, searches, and fields associated with the user are permanently removed from the case.

 

hmtoggle_plus1To deactivate a user
1.In the CaseMap Server pane, click Users.
2.Right-click on the user for whom you want deactivate the account.
3.Click the User Properties button.

Or, click on the Action menu and then click User Properties.

4.Select the Account is disabled check box, then click OK.

The user can no longer access assigned cases in the CaseMap Server.

To re-activate the user account, simply deselect the Account is disabled check box.
hmtoggle_plus1To delete a user
1.In the CaseMap Server pane, click Users.
2.Right-click on the user for whom you want delete the account.
3.Click the Delete button on the toolbar.

Or, right-click and then click Delete or select Delete from the Action menu.

5.In the message box to delete the users, click OK.
6.In the message box to confirm the action, click Yes.

The user account can no longer access assigned cases and the user no longer displays in the Users pane listing.

 

 

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.833.3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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