To Manage users in SmartAdvocate You will need to have Admin rights to perform certain tasks.

To Deactivate Former User(s):

This would be done in order to free up a license for a future new user or to have SmartAdvocate remove license from an account.

NOTE: Users cannot be deleted from the system. DO NOT simply edit the user card or contact card of the former user by replacing the information from the former user with that of the new user. Doing so will cause the system to indicate that actions previously taken by the former user were taken by the new user, even if the new user may not have been employed by your firm at that time. It is not recommended that you attempt to replace the former user with the new user on actions that have already been completed, as this will prevent you from later determining who actually performed a specific action.

To deactivate the former user:

 1. Click the ‘Admin’ tab on the top tool bar and then select ‘Users’ from the dropdown menu.

2. Choose the user to be deactivated and click the edit icon on the right side of that row. An Add/Edit panel will open.

3.  Uncheck the Active and Mobile Application checkboxes (if checked). You can leave the Visible box checked if you choose. Click on Update to save the changes. (A visible user you can search for previous staff members in the system.) Deactivating a user also frees their SmartAdvocate license for use by a new employee. 

4.  Optional: You can then Add the new user following the steps in the To Create a New User section: Create and Replace Users The new user created, you may want to replace the former user with the new user in connection with all future actions (i.e.: open tasks, notifications, assignments to cases, etc.). This function is accomplished in Case Browse.

5.  Once the former user(s) has / have been deactivated please notify SmartAdvocate that the steps were completed and SmartAdvocate can now remove the license total you requested. and