Users can be deactivated for a set period in DISCO Hold. However, users cannot be deleted from the system, and therefore, can be reactivated at any time.
- Navigate to the Company tab.
- Click the
icon on the far right of the user list for the user to be edited.
- A pop-up will appear. Choose the Start Date and End Date to set the deactivation period for the user.
- Click Deactivate.
If the user being deactivated is the attorney on any existing open matter, they cannot be deactivated without reassigning their open matters. A pop-up will request that their open matters be reassigned to another attorney user. Follow the below steps to reassign open matters to another attorney user:
- Select another attorney from the dropdown list of active attorney users.
- Click Apply.