This article will walk you through removing a departed user from LawToolBox.
****UPDATED 11/30/2023*****
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- LawToolBox > Support > Trainings
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How to remove a user in LawToolBox:
- Admin user go to admin.lawtoolbox.com > Users > Actions > Delete
- Mail forwarding: recipient selection Yes or No (automatically audit the user's calendars)
- Recommended: Download Report for user's matters
- Unshare all matters
- Delete User
Important Note:
Before following the steps below the departed user must still be a licensed M365 user to avoid "undeliverable" notifications. If the user has been departed for a long time, contact your M365 Admin to add a temporary mailbox license.
Unlicensed:
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Step-by-step:
Go to the Admin portal:
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1. Remove User
Navigate to admin.lawtoolbox.com > Users > Actions > Delete
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2. Mail forwarding: Select one
Note: Used for monitoring upcoming calendar events
- Yes or not sure, select a user in the dropdown who is receiving the forwarded emails from the departed user
- This feature will automatically audit any calendar entries that may be forwarded from a departed user
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3. Departed User's Matters
Note: Resource allocation and matter awareness
- Download the "Matter Report" for your records (Recommended)
- Select "All" and "Unshare Matters"
- or Admin: How to add/remove multiple cases from a user if you need to share the cases with someone else
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4. Delete User
Note: If there are no shared matters click "Delete user"
Success!
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Past Feature Updates:
- 10/04/2023 Admin: How to remove a user in LawToolBox (UPDATE)
- 9/30/2023 Admin: How to remove a user in LawToolBox (UPDATE)
- 7/18/2023 Admin: How to remove a user in LawToolBox (UPDATE)