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February Insider Tip: Deactivating or Deleting a Timekeeper
About this time of year, we get a fair number of questions about how to remove or deactivate a former employee from the AdvantageLaw program. Easy enough! Read below for the simple steps to do this.
Keep in mind that there is a difference between deactivativing and deleting timekeepers. When you deactivatate a timekeeper you can retain a history of all his or her hours, notes, calendar, and other data within the software program. However, when you delete a timekeeper, you will loose access to his or her historic records, which could skew your end of month or end of year reporting.
Deactivating Timekeepers (keeps history of user data):
- Go to "Firm Set Up"
- Select the row of timekeeper to deactivate
- Un-check the red arrow in column "Active"
- Select "Save" in the upper right corner
- This timekeeper's data will remain in the AdLaw history, but he or she can no longer access the program to add hours, or other data.
Deleting Timekeeper (keeps no history of user's data):
- Go to "Firm Set Up"
- Select the row of timekeeper to delete
- Select "Details" on the left hand side
- Confirm the correct timekeeper apears in the box
- Select "Delete" in the upper right corner
- Choose "OK" when prompted to delete the timekeeper
- This timekeeper's data will NOT remain in the AdLaw program history
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