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.
| 1. | In the CaseMap Server pane, click Users. |
| 2. | Select 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.
|
| 1. | In the CaseMap Server pane, click Users. |
| 2. | Select 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.
|
