...
To view these steps through an instructional video, click the link below.
httpsVideo Link: //share.synthesia.io/5100cc84-8fff-424d-a5b2-c1eeac349689Delete 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.
...
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’.
Related Articles
Training
...
Plan for Prevail 6-9 Upgrade
Video 3 - Security/Group Setup: Adding Security Groups, Employee Types/Security
Admin Training #1 (Setup)
Video 3 - Security/Group Setup: Adding Security Groups, Employee Types/Security