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How do I deactivate a firm user?

You can deactivate a firm user with the steps in this article.

Updated over a week ago

Following along in MyCase is recommended as you read the article.

Overview

In 8am™ MyCase, firm users (attorneys, paralegals, staff) cannot be deleted - they are deactivated.

  • Deactivated users will not be able to login to the system.

  • Deactivated users will not impact your subscription - you will not be charged for them.


Deactivate a Firm User

  • Open the Settings page.

  • In the left-hand menu, click Firm Users.

  • Click the name of the person you'd like to deactivate.

  • You will now be on their contact details page. Scroll to the bottom of their photo and click the Deactivate User button.

MyCase will display a warning dialogue asking you to Cancel or Deactivate the user. To continue with the process of archiving the user, click Next: Confirm Deactivation.

  • Lastly, you have the option to Reassign Tasks and Events to an active user so that nothing is lost when the user is deactivated.

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