Update the Former Employee's Username:

This step is only required if the same username will be assigned to the new staff member.

• Go to LEAP Menu > Settings > Application Settings > Firm > Members.
• Open the user profile of the former employee.
• Under General Details, change the username (e.g., from example@xxxx.com to example1@xxxx.com).
• Click Save to free up the username for the new hire.

Unassign the License from the Old Account:

• Navigate to LEAP Menu > Settings > Application Settings > Firm > Members.
• Open the user profile again.
• Under Access and Permissions, click the link that says Go to this site to enable/disable user (under LEAP Standard Access). This will take you to the subscription portal.
• Under Manage Licenses, use the dropdown under Current Staff and switch to All Staff.
• Toggle off the Assign/Unassign tab next to the former user to revoke their access.

Create a New User Profile for the new employee:

• Go to LEAP Menu > Settings > Application Settings > Firm > Members.
• Click Add New Staff Member in the top right corner.
• Enter the required details for the new employee, including their name, email, and username (use the email address as the username).
• Click Save to create the new profile.

Assign the License to the New User:

• Return to the newly created user account.
• Click on Access and Permissions.
• Click the blue link to enable users, which will direct you to the subscription portal.
• Under Manage Licenses, toggle on Assign/Unassign tab next to the new user.

Set Up the User’s Password for the new user:

• After assigning the license, go back to the new user’s profile under General Details.
• You can either create a password for the new user or click Send Email to allow them to set their own password.