As a System Administrator, it's important that you have control over who can access your data. Our "deactivation" feature gives you this control and ensures that your data is secure and only accessible by those you trust.
What does this feature do?
Deactivation
When a user is deactivated, the following will happen:
The user is removed from every matter they can access
If the user is a member, they lose all permissions granted to them (eg create matters, template admin or system admin)
The user can't be added to matters
The user will appear in the "Deactivated" table
When you do this, the audit trail in the:
Admin System records who you deactivated
Matter will record that you removed them from the matter (the words "system admin" is added after your name)
A deactivated user can still log into Legatics. This is because they may have access to another customer's matters.
Activation
When a deactivated user is activated, the following will happen:
If the user is a Member, they:
can be added to matters
can create matters and be granted permissions (eg template admin or system admin)
will appear in the "Members" table
If the user is a Guest, they:
can be added to matters
won't appear in the "Guests" table (as they have no access to your matters)
User's don't automatically get re-added to matters, or get their Member permissions returned to them. This needs to be manually done.
When you do this, the audit trail in the Admin System records who you activated.
How to deactivate users
Step 1: Click "Users" in the sidebar
Step 2: Find the user in the "Members" or "Guests" tab, click on the three dots, and select 'Deactivate'.
You currently can't filter or search for users (learn why here).
The table is sorted by user name (A > Z). This can help to pinpoint the page to look for. You can also use the "Ctrl"+"F" key combination to search through all the data on the page (this won't search across paginated pages).
Step 3: Confirm the deactivation when prompted
Click 'Deactivate' and the user will be deactivated.
How to activate users
Step 1: Click "Users" in the sidebar
Step 2: Find the user, click on the three dots, and select 'Activate'
You currently can't filter or search for users (learn why here).
The table is sorted by user name (A > Z). This can help to pinpoint the page to look for. You can also use the "Ctrl"+"F" key combination to search through all the data on the page (this won't search across paginated pages).
Step 3: Confirm the activation when prompted
If you need further help, please email us at support@legatics.com.