Disable access for users or former staff

Learn how to revoke a staff member's access to your triConvey firm. Also, learn how to restore access to previously revoked staff members.

Table of Contents

• Disable user access 
• Restore access for a former staff user 

Disable user access 

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Staff & Users and double-click on the user’s name. 

3.    From the Staff tab, tick the box next to Former Staff.

4.    A warning will appear to confirm setting the user as former staff. Select Continue.

5.    If the staff member had any external Client Portal conversations with clients, assign them to another staff member, and then select Continue.

Important:  If you intend to reuse the same email address as a former staff user, please contact our Support Team for assistance so you do not overwrite historical activities.

Restore access for a former staff user 

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Staff & Users.

3.    Right-click on the list of staff and select Show Former Staff.

4.    Double click on the user’s name. 

5.    Untick the Former Staff box. 

6.    Select Enable triConvey Access for this user. 

7.    Select Save. The user will receive an email from triConvey to set up their triConvey login again.