E-Training 85*: How-to Delete Employee/User

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.

https://share.synthesia.io/5100cc84-8fff-424d-a5b2-c1eeac349689

Instructions

1. Click Administration > Employee Setup.

2. Click on the employee’s name in the list on the left side of the User Preferences window.

3. Click the ‘Delete’ button on the left side of the User Preferences window.

4. Click ‘Delete’ to confirm the deletion of the employee’s information.

Note: To assign former employees assigned matters, pending appointments, and tasks, Select a Lead Attorney, Hearing Attorney, or Case Manager who will assume responsibility.

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.

1. Click ‘Finish’.