Disable Users and Former Employees

Access level: Firm Administrator

To Disable a user / former employee in the Client Feedback Tool, take the following steps:

1.       My Firm > Users / Security

2.       Find the person whose Client Feedback Tool access needs Disabling

o   Click the Edit button for that person

3.       (Optional, but Recommended): click Edit to remove the user from any of the following sections that apply:

o   User Groups

o   Managed Project Groups

o   Managed Projects

o   Permissions

4.       Once you have removed all Rights and Permissions from the user(s), Select User Groups

5.       Add the Users / Former Employees you want to Disable to the right-hand window

o   Click Update

Note: Once Disabled, the user / former employee no longer has access to their Client Feedback Tool account. All history for Disabled Members remains intact.