How Do I Remove a User From My Account?

How Do I Remove a User From My Account?

If you need to remove a user from your account for any reason, an Administrator or Office Manager can do so from the Firm Settings.

We recommend deactivating a user and inviting any new users to maintain data integrity.
  • Go to Firm Settings

  • Select the 'Users' tab, this list shows you all of the users with access to your account. Under the Status column, you will see the word "Active" or "Inactive." If a user is "Active" they currently have access to the account.



  • Select the "Deactivate" option all the way to the right of their name




  • Once they have been deactivated, they will no longer have access to the account, nor will their name appear on your calendar or drop-down menus.
Your billing information will automatically be updated once they have been deactivated.

    • Related Articles

    • How do I View Other Users' Events?

      Zola Suite's Calendar allows you to view Events scheduled for yourself, as well as for other users at your Firm. You have the ability to choose which users you would like follow, so you can automatically see their Calendar from both the main Calendar ...
    • What is the difference between My Settings and Firm Settings?

      ​ My Settings gives you access to your personal settings such as User Profile settings, Email Account settings and Password settings. Firm Settings is for administrator use and allows customization of the firm's Zola account. Users with access to ...
    • How do I to Add Group Permissions for Matters?

      Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
    • How Do I Set Up Increments for Time-Based Billing?

      Zola Suite supports increments on a per-matter basis and also supports a firm-wide default increment. Setting increment when creating a new matter Create a new matter  Under New Matter form, you can define the increment under the BILLING section. ...
    • What is a Firm Collaborator?

      Through the Firm Collaborators feature, you can assign additional users to a matter.  A collaborator may be another attorney, staff, billing or intake person, docketing manager, or legal assistant/paralegal.  To add a Firm Collaborator, navigate to ...

    Status

    Experiencing degraded performance in Zola Suite?