When staff members leave the case, you will 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. If you need to permanently remove a user from a case, you can delete them.
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.
| 1. | Click the File tab, and then click Case Setup. |
| 2. | Under Staff Administration, click Edit Staff to open the Staff dialog box. |
| 3. | In the Staff dialog box, select/click on the user you want to deactivate. |
| 4. | Under the Active column, scroll to the Active check box for the user record and double-click to clear check box. |
If this user needs access to this case at a later date, simply select the Active field again.
| 5. | Click Close to close the Staff dialog box. |
|
| 1. | Click the File tab, and then click Case Setup. |
| 2. | Under Staff Administration, click Edit Staff to open the Staff dialog box. |
| 3. | In the Staff box, select the user you want to delete. |
| 4. | Click the Delete Staff button  to delete the user record. |
You can also right-click on the Staff Type drop down arrow and then select Delete Staff.
| 5. | In the message box, click Yes to delete the staff member, then click OK. |
The user record is now permanently deleted from the case and the user can no longer access it.
|
