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
- Open the Users Detail view for the user you want to convert.
- In the User Type field, select a new user type.
- Click
.