As a System Admin, maintaining control over who can access your organization's data in Legatics is crucial. The deactivation feature allows you to remove users from matters and restrict their access, ensuring data security. This guide provides a step-by-step process for deactivating and reactivating users, along with insights into the implications of these actions.
Deactivating a user
Go to the users page then the Member or Guest table (as applicable)
Find the user you want to deactivate
Click the three dots next to their name and select Deactivate
In the prompt, click Deactivate to confirm deactivation
The following will then happen to the user:
Removal from matters: The user is removed from every matter they can access.
Loss of permissions: Members lose all permissions granted to them
Restricted: The user cannot be added to matters.
Deactivated table: The user will appear in the "Deactivated" table
Good to know: Deactivated users can still log into Legatics. This is because they may have access to another customer's matters.
When a user is deactivated, 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)
Activating a user
Go to the deactivated page
Find the user you want to activate
Click the three dots next to their name and select Activate
In the prompt, click Activate to confirm deactivation
What then happens depends on if the user is a Member or Guest.
Member
Can be added to matters
Can create matters and be granted permissions
will appear in the "Members" table
User
can be added to matters
won't appear in the "Guests" table (they've got no access to your matters)
Tip: User's don't automatically get readded to matters, or get their Member permissions returned to them. This needs to be done manually.
When you do this, the audit trail in the Admin System records who you activated.