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What Happens When a User is Deactivated?
What Happens When a User is Deactivated?
Updated over 6 months ago

A CASEpeer user can be deactivated at any time under User Management.

  • When a user is deactivated, all of their information is still saved in CASEpeer. All notes previously made by that user will remain in the client's case.

  • Your firm will no longer be billed for this user.

  • Your firm can re-assign tasks from the deactivated user to a new user.

  • Your firm can re-assign calendar events from the deactivated user to the new user.

  • Your firm can re-assign cases from the deactivated user to the new user.

  • When a user is deactivated, they can be reactivated indefinitely.

  • To locate your firm's list of deactivated users:

    • Click the gear icon in the top right corner and select Users.

    • Under User Status at the top, select Inactive to pull all of your firm's inactive users.

NOTE: Deactivating a user can only be done by a firm administrator.

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