Deactivating a User

When someone leaves the firm:

  1. Go to Settings → Users.

  2. Open the user's profile.

  3. Click Deactivate User.

  4. Confirm.

Deactivated users cannot log in. Their historical time entries, documents, and audit records are preserved.

Before deactivating: Reassign any open matters from this user to another fee earner, and ensure their time entries are approved and any invoices drafted.


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