If a staff member leaves your firm, you can quickly reassign their leads, matters, tasks, events, and workflows.
Important Note
If you designate a user as former staff, then their account will be deactivated and some data loss may occur. The user designated as former staff will also be removed from external Client Portal messages. In addition, bulk reassignments cannot be changed once executed.
To proceed, follow these steps:
- Select the gear icon in the upper-right corner to open Smokeball Settings.
- Select the Staff & Users tab.
- Right-click on the former staff member and select Set as Former Staff.
- In the Staff Details window, use the dropdown menus to reassign the former staff member's work to other staff.
- Optional: You can also click the blue Apply To All link to assign every category of work to a single individual.Â
- Select Continue.
- Select Save to exit Smokeball Settings.
Additional Resources
You can also disable access to former users and staff.Â