FAQ-076-SETTINGS- How to deactivate a user account?

-Have the right to manage accounts.

-Have the right to manually assign the follow-up of customers.

You can then access the configuration of user accounts, groups and permissions, under the "Group" heading.

Next, scroll down the page to find the account you want to deactivate.

Once you have found the relevant account, click on the "Delete" button.

A confirmation message will then appear.

It will remind you of the list of different entities to which this account is linked.

A drop-down menu allows you to select the entity(ies) to which the user's access will be removed.

Once you have made your selection, click on the "Delete User" button.

To confirm the deletion of the account, a notification will be displayed.

It is possible to identify deleted user accounts by applying the additional filter ‘Inactive users’ and selecting ‘Yes’ or ‘No’.

Deleted accounts are easily identifiable by a logo indicating that they are inactive.

If necessary, the account of this user can be reactivated by adding it again to an entity.

A 'Deleted' note will also appear in the user's account.

To identify and reassign current opportunities, do the following:

Open the 'Opportunities' module and add the following filters:

1. In the 'Location' section, select the 'Salesperson' filter to display the list of employees in a drop-down menu.
2. Then select the employee(s) you have deleted (multiple selections possible).

3. Add the ‘Opportunities’ filter in addition to the previous one (under ‘Status’) and choose to display those that are ‘In progress’.

Example of allocation to another seller