Tip #135 - How to replace a user in SmartAdvocate
Occasionally, you will have a situation where one employee leaves the firm and is replaced by someone else. You will need to deactivate the user account for the ‘old’ (departing) employee and create a new user account for the incoming ‘new’ employee. DO NOT EDIT THE LOGIN ID OF THE EXISTING USER OR EDIT HIS/HER NAME ON THE CONTACT CARD. Here is the proper procedure:
(Please note - you must have ‘Admin’ rights to be able to create a user).
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