FAQs in this section
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
What are Autofill Values from the Email Body in mailroom rules?
How do I verify the email addresses of users?
Why should I verify email addresses?
How do I change my password?
Can I change the password of other users?
Where can I find the Access Key for Web Services?
How do I change the access key for web services?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope? 
Why should I design the flow?
How to configure the CRM? 
Why should I test the configuration?
What do you mean by Masking?
What is the Masking Add-on in Vtiger CRM?
What are the two levels that Masking supports?
What is module-level masking in Vtiger CRM?
What is role-level masking in Vtiger CRM?
How does role-based masking help in Vtiger CRM?
List the modules and features that support Masking.
How do I mask fields like phone numbers, email addresses, and text fields?
What are the benefits of Masking in Vtiger CRM?
How do I install the Masking Add-on in Vtiger CRM?
How do I mask a phone field in a Contact record?
How do I mask an email field?
How do I mask a text field?
How do I mask for Roles?
What are the limitations of Masking?
Can I change the user name of a CRM user?
How can I prevent the same quote from appearing multiple times in the Reports module?

Can I delete a user?

You might want to permanently delete a user when they no longer use the CRM. However, to delete a user, you must first suspend them.

Follow these steps to suspend a user:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Hover on the user that you want to suspend.
  6. Click the More icon.
  7. Select the Suspend User option.
  8. Click Yes to confirm.
If the user being suspended has reportees, then you must transfer their reportees to another user. When you do this, the Reports To field in the reportees’ user records is set to the newly selected user’s name.
  1. Select a user from the Transfer Reports To user drop-down to transfer the reportees to them.
 
When you are suspending a user, you must transfer the records that are assigned to them to another user. 
  1. Enable the Transfer all records checkbox.
  2. Choose the records you want to transfer by selecting the modules from the Select modules field.
  3. Select a user from the Transfer records to this user drop-down to transfer records to them.
  4. Enable the Transfer closed records checkbox if you want to transfer closed records as well.
  5. Click Save.
 

Follow these steps to delete a user after suspending them:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Click the Inactive Users tab. 
  6. Hover over the user that you want to delete.
  7. Click the More icon.
  8. Select the Delete user permanently option.
  9. Click Yes to confirm.
If the user being deleted has reportees, then you must transfer their reportees to another user. When you do this, the Reports To field in the reportees’ user records is set to the newly selected user’s name. You must also transfer their records to another user.


Repeat the steps from Step 9.

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