WebApp Portal:

This article will walk you through how to transfer cases to other users and how to delete the user when cases have been reassigned.

1. Reassign cases to other users

    a. one case at a time

    b. when detailing a user, select a new user to transfer cases to

2. Master support user to login > *Firm Admin > Admin > Firm

Find your user & hit remove

Attorney user:

select transfer case to another user in your firm


allow departing user to take cases with them

Support User:

Reassign on a case by case basis to other support staff

Remove from your user list