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. Click 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 form widgets

<< Previous     
Powered by HelpDocs (opens in a new tab)