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Knowledge BaseRemoving a Staff Member from a Matter
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Removing a Staff Member from a Matter

  • 20/02/2025
  • Knowledge

How To
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Learn how to remove a staff member from an organization card from a Matter. 

  • Desktop
  • Web

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Open the organization card that you wish to remove the staff member from.

  3. Click the Staff tab.

  4. Right-click the staff member and select Delete Staff.

    User-added image

  5. Click Save & Close.

  1. Click User-added image > Home > under Cards > View Cards.

  2. Open the organization card that you wish to remove the staff member from.

  3. Click on the staff member under Staff on Card.

  4. Click the delete icon next to the staff member's name.

  5. Click Delete.

  6. Click Save.

Last Modified Date
20/02/2025 1:27 am
Title
Removing a Staff Member from a Matter
URL Name
Removing-a-Staff-Member-from-a-Matter-CA

Resolution
Card Management
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Removing a Staff Member from a Matter