Disabling access
If a staff member leaves and you need to disable their access to InTouch, follow the instructions below:
- Navigate to Settings > Staff
- Select the Staff member
- Disable Access
The staff member will now be shown within the Disabled Users tab.
Before deactivating a user, ensure they're not the associated Fee Earner on any of your forms.
To reactivate a user account, within the Disabled Users tab, select the Actions menu next to the user and Reactivate.
Username based accounts can no longer be reactivated.