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.
Or, click on the Action menu and then click User Properties.
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. |
Or, right-click and then click Delete or select Delete from the Action menu.
The user account can no longer access assigned cases and the user no longer displays in the Users pane listing.
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