Removing Users

Although you cannot remove users from Redbrick PM, you can stop them logging in and make them "Inactive"

You must have Administrator permissions to perform this.

From the Options menu, select Users and Groups: 

Inactive users are highlighted in red in the User List.

 

Inactive users tend to be people that no longer work for your company.

They cannot log into the system, and they will not be shown in the Partner or Fee Earner list when creating a case. Their references next to any documents they have created or tasks they have ticked off, and previous matter history on the find screen will still be available, so you can refer back.

If you want to flag a user as Inactive, highlight them then click the edit button. Then in the first screen it takes you to, untick can log on and flag the status as Inactive. Then Ok to save the changes.

 

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