Disabling and Deleting Users (CLTX806)

To disable or delete User logins, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click on Administration from the main menu

Step 3            Hover over Permissions

Step 4            Click on the Users sub-category

Step 5            To disable a user, click on the user within the list

5.1                  Click the Edit option

5.2                  Uncheck the Active checkbox

5.3                  Click the Save button

Note: It is recommended to simply de-activate a user rather than delete it if the user id has been creating or being assigned logs. When a user is deleted, any logs that they created or were assigned to will display a blank in place of the user name.

Step 6            To delete a user, click on the user within the list

6.1                  Click the Delete option

6.2                  Select Yes in the confirmation message

Article Reference: CLTX806