Removing Staff Members
Removing a staff member is appropriate when someone no longer needs access to your firm’s dashboard such as when they leave the company, change roles, or were added by mistake. The platform gives you two options: Delete or Deactivate. Both remove the user’s ability to sign in, but they serve different purposes depending on whether you want to keep their account record for future reference.
How to Remove (Delete) a Staff Member
- Go to My Staff in the left tab navigation.
- Locate the user you want to remove.
- Navigate to the tools column next to their name.
- Select Delete User (Trash Can Icon).
- Confirm the deletion.
Once deleted, the user is fully removed from your firm and cannot log in again unless re-invited as a new user.
When to Deactivate Instead of Delete
Use Deactivate when you want to preserve the user’s history but prevent future access. To deactivate someone, simply use the Deactivate toggle in their staff profile.
Choose Deactivate if:
- The staff member is on leave or temporarily unavailable.
- You may need their historical assignments, notes, or activity to remain visible.
- You want the option to reactivate them later without resending a full invite.
Deactivated users:
- Cannot log in.
- Remain visible in your staff list with a “Deactivated” label.
- Can be reactivated at any time with one click.
What Happens to Their Reports?
Whether a user is deleted or deactivated, no reports are lost. All historical work remains intact for compliance and audit purposes and accessible for anyone in that office.
If They Were Assigned to Active Reports
The report stays in the system.
Their name remains in the activity log for historical accuracy.
If They Created Reports
The report remains fully accessible.
The report can be managed by any staff member with access to that office.
If They Are Reactivated Later
They regain access to the same offices and reports they previously had.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
