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 can also require 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, perform these:
- 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 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 User Team, remove them. See User Team Members tab
To change
- Access the User detail view for the user you require to convert. See User detail view
- Select a new user type in the User Type field.
- Click .