Disabling access

If a staff member leaves and you need to disable their access to InTouch, follow the instructions below. Managing staff needs the Can edit staff permission, and you can’t disable or delete yourself.

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

The staff member is now listed under Disabled Users, in the menu on the left of Settings > Staff.

Note

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

Reactivating or deleting a disabled staff member

1. Navigate to Settings > Staff
2. Select Disabled Users in the menu on the left
3. Next to the staff member, select Reactivate and confirm to restore their access, which takes you to their record. Or select Delete to remove them

Username based accounts, which have no email address, can no longer be reactivated.

A staff member can’t be deleted while they are the fee earner or an assistant on any matter, the associated fee earner on a form, or have recorded time on any matter, because deleting them would remove that history. Leave their access disabled instead.