Deleting In-House Users

Staff members come and go.  Casetrackerlaw gives you an easy way to remove your users/collectors/admins with a few clicks of the mouse.  Only Super Admin can do this.

Before you can remove a user, you must transfer any assigned claims and assigned reminders.  

To do this, go to Manage Collectors located under the red dashboard.

Click the gray button “Transfer Claims”

From:   select the collector

To:       select the collector

Filter By Creditor: All Creditors

Select Status Type: None

Click “Transfer”

The next screen displays a list of the claims to transfer.  Check the boxes next to the claims you want to transfer.

There is a question at the bottom of this list: Would you like to transfer Reminders? 

If you click Yes to transfer reminders, the claims and the reminders for those claims will be transferred.

This next step will not need to be done if you selected Yes to transfer the reminders.

Click the gray button Transfer Reminders, select From and To, click Transfer.

Almost done…

Go to Manage Staff in Settings...you have the option to "trashcan" the user which means that user has been removed from the system or “Archive” the user which means you can access and reactivate if needed.