Unassign a Firm User from All Organizers

If needed, the Default Admin (ADMIN) user for CCH ProSystem fx Engagement can unassign firm users from all organizers at one time using the procedure below.

Notes: 

• This feature is available only with Engagement version 2019.2.6 or newer.
• If the firm user who is being unassigned is the primary user for any organizer, the organizer's firm users must be edited to assign a different primary user.

If you are the default admin, do the following to unassign a user from all organizers at one time:

1. Log in to the Engagement Workpaper Management application.
2. Select any binder in the local file room or any central file room.
3. Select Tools > Engagement Organizer.
4. Log in to Engagement Organizer.

   Note: The Default Admin must set up an Engagement Organizer profile if there is not only already a complete profile.

5. Click the Firm Users link to display a list of firm users.
6. Locate the firm user to be unassigned.

   Tip: You can use the filter field above the list to search for a specific user by their contact name or email address.

7. Click Unassign.