Designating a User a Former Firm Member

Removing Amicus Users

This cannot be undone. After a user is designated a Former Firm Member they cannot be re-activated.                 

In order to maintain record history when a Firm Member leaves the firm, but ensure that their name is no longer available for assignments, you can change their Access Class from “Active Firm Member” to “Former Firm Member”.

1. Go to Office > User Management and remove the Firm Member‘s Amicus Attorney by CARET license. (It’s recommended that you do this as soon as they depart, for security reasons.) This automatically removes their Amicus Anywhere/TimeTracker login access as well.
   
   
2. Post any unposted Time Entries on which the Firm Member is the Timekeeper.
   TIP: This is best done by a Firm Member with Assistant access to the departed Firm Member‘s Office. This access can be set by clicking Office Access in the Former Firm Member's Edit dialog or Administration Profile. An Assistant can view and edit all the Firm Member's items (except Restricted ones they aren’t on). For more information, see the “Sharing Practice Information > Sharing access to an Office” topic in User Help.
   
   
3. On all files where the Firm Member is the Responsible Lawyer, designate another lawyer.
   
   
4. In the Firm Member's Administration Profile, clear their Timekeeper designation.
   
   

5. In their Administration Profile, change their Access Class from “Active Firm Member” to “Former Firm Member”. This automatically clears their Librarian and Administrator designations. They are still assigned to items in Amicus Attorney by CARET, but will no longer appear in Select Firm Member lists and are removed from Firm Member Groups.

   TIP: If another Firm Member is taking over the Former Firm Member‘s work, we recommend that you use the Transfer Record utility to transfer the Former Firm Member’s records to them. See Transferring Firm Member data.