This section covers deleting a user (employee) account in Prevail.
NOTE: This feature is reserved for users with “Add, Delete, Edit, and View” access to the Employee Security section.
To view these steps through an instructional video, click the link below.
Video Link: Delete Employee/User
Instructions
Click Administration > Employee Setup.
Click on the employee’s name in the list on the left side of the User Preferences window.
Click the ‘Delete’ button on the left side of the User Preferences window.
Click ‘Delete’ to confirm the deletion of the employee’s information.
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Note: Even if the former employee was not assigned as the Lead Attorney, Hearing Attorney, or Case Manager in any matters, you will still need to select another user to whom his or her matters should be assigned.
Click ‘Finish’.
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Video 3 - Security/Group Setup: Adding Security Groups, Employee Types/Security