Disabling access

If a staff member leaves and you need to disable their access to InTouch, follow the instructions below:

1. Navigate to Settings > Staff
2. Select the Staff member
3. Disable Access

The staff member will now be shown within the Disabled Users tab.

Note

Before deactivating a user, ensure they’re not the associated Fee Earner on any of your forms.

Tip

To reactivate a user account, within the Disabled Users tab, select the Actions menu next to the user and Reactivate.

Caution

Username based accounts can no longer be reactivated.

A staff member who has recorded time on any matter can’t be deleted, because deleting them would remove billing history. Leave their access disabled instead.