Changing a User Type

Use the User Detail view to convert a user from one type to another. For example, you can change a Web Only user to a Concurrent user. You may also want to retire a user or re-activate a Retired user.

A license must be available for the new user type, except when you change a user to a Retired user. Retiring a user releases one instance of the license type previously assigned to that user.

Rules

Before you change a user to a Retired user, do the following:

  • If the user owns any records, do a territory realignment (in the Administrator).
  • If the user is an account manager for any accounts, do a territory realignment (in the Administrator) to assign a new account manager.
  • If the user is a manager, reassign any users who report to him or her to their new manager or to the Administrator.

Before you change a user to a Web Only user, ensure that:

  • If the user is a manager, clear this setting in the User Detail view.
  • If other users are listed as part of this user's User Team, remove them.

To change

  1. Open the Users Detail view for the user you want to convert.
  2. In the User Type field, select a new user type.
  3. Click (Save).
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