Reassign or deactivate a user account

To remove a staff member from CCH iFirm you can deactivate (archive) their user account from CCH iFirm. You will most likely only be able to deactivate user accounts. If you run out of user accounts (CCH iFirm license limitation), you can reassign a user account from one staff member to another. This is the process you should follow when a staff member leaves your firm.

If you want to reassign a CCH iFirm user account from one staff member to another, you need to carry out the tasks below to remove the current user from the system before adding a new user account.

For example, if you use up all of your CCH iFirm user licences, you need to deactivate a user account before you can add a new one. This is common in the case of a staff member leaving your firm and being replaced by someone else. This simple process can get complicated if the user you want to deactivate is allocated to any jobs in Practice Manager.

  1. Remove the user from Practice Management. This is only applicable if you use the Practice Manager module and may involve changing resource allocations, changing the job owner, and the recipient of automated emails.
  2. Change the Contacts manager. If the user was set as the manager for any clients, a new manager must be allocated to those clients.
  3. Edit the user's CCH iFirm account details. This stops the user's name from appearing in the system, prevents new timesheets from being created for the user, and ensures the user can no longer access CCH iFirm modules.
  4. Deactivate the user account of the staff member so he/she can no longer log in to CCH iFirm. This frees up an active account that you can use for a new staff member.
  5. Add a new user account for the new staff member.

Security - View, Add and Edit Users

  1. Click Admin Home > Security > User Manager - if using your Admin login, OR click Settings > Security > User Manager - if using your User login.
  2. Click on the user's name to open their account.
  3. Clear the ...Partner, ...Manager and Track Efficiency... check boxes.

  1. To stop timesheets from being created (if you use Practice Manager), add zero hours for the date the user is leaving.

Security - View and Edit Budgets, Rates and Hours for Use

  • Click Add Hours in the Standard Hours panel.
  • Use the Calendar button  to set the user's leaving date as the Start Date.
  • Enter zero (0) as the standard hours for each day.
  • Click Save. 
  1. Remove the security profile and/or roles assigned to the user.

Security - Manage User Security

  1. Click the Security tab.
  2. Remove all profiles and/or roles.
  3. Click Save.

Security - View, Add and Edit Users

  1. Click Admin Home > Security > User Manager - if using your Admin login, OR click Settings > Security > User Manager - if using your User login.
  2. Click the Active tab.
  3. Select the check box for the user.
  4. Click Deactivate.

Security - View, Add and Edit Users

  1. Click Admin Home > Security > User Manager - if using your Admin login, OR click Settings > Security > User Manager - if using your User login.
  2. Click the Inactive tab.
  3. Select the check box for the user.
  4. Click Activate.