If an employee leaves your firm, you may want to deactivate (archive) their record. Archiving removes the employee from all Client Service Teams, prevents users from messaging the employee, and prevents the employee from accessing Liscio. Only Firm Admins have the ability to archive an employee.
First, reassign the employee's Open and Pending Review tasks, include To Do tasks. You can do this one at a time, or using the Bulk Reassign Task Owner feature.
Select the ellipsis (three dots) in the Left-Hand Menu.
Select Admin.
Select Users.
Select the employee you wish to deactivate.
Select Archive Employee in the upper right-hand corner.
Select Proceed.