A user leaves or not required in Infor CRM SLX
When a user leaves your company, the user profile can be converted to a retired user instead of deleting the profile. Retired users do not use a license and cannot log on, however, the name is stored in the database. This prevents history records from displaying 'Unknown User'. Use these checklist when a user leaves:
Note: The system administrator and users with
the appropriate
role
can access these features.
See What are Roles and Secured Actions?
- If accounts are owned by individuals in your organization and the user who is leaving owns accounts, you must reassign the accounts. Use Territory Realignment in the Administrator to reassign the user accounts to another user.
- You can access the User detail view. See User detail view
- For the user who is leaving, use the Team Membership tab to determine if the user is a Team Owner on any teams. If the user is a Team Owner, change the user security profile to something other than Team Owner Profile.
- If the User is a Manager check box is selected, clear it. (You cannot retire a user if the user is a manager.)
- In the Name field, type RET or something similar in front of the user name. This step is not essential; however, it makes it easier to identify the person as a retired user.
- In the User Type list, select Retired User.