Objective:
- What steps should I take before Deactivating a User
- Can I transfer events before deactivating a user in Clio manage?
Environment:
- Clio Manage
- Excel
Additional Information:
- Clio does not delete any information when a user is disabled
- When a Calendar is shared with a user it will appear in that user's sidebar, even if the sharing user is later disabled
Answer:
While logged in as the user to be disabled:
- Ensure that there are no Matters with permissions set to Me:
- Ensure that Events are properly transferred and shared:
- Reassign any recurring Tasks which are assigned to this user (see here)