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If staff leave their current position and/or no longer need access to the application, you can use the following procedure to change their status to inactive, which removes their staff ID from all staff assignment drop-down lists in the application.

See also: Staff setup overview

Use these steps to change the status for staff to inactive.

1. Choose Setup > Firm Information > Staff and click the Main tab.
2. Highlight the staff member in the Staff list and click the Edit button.
3. Mark the Inactive checkbox in the Identification section.
4. Click Enter to save the staff record.

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