FAQs in this section
How do I hide select fields from a user?
How do I add a new license (user) in Vtiger CRM?
Can I add Single App users as co-owners of records?
Can I add Light Agent users as Co-owners?
How do I add the co-owners field to a module?
Can I change the password for multiple users simultaneously?
Who is a user?
Is every employee a user?
How do I create a user record with an existing employee record?
Is there a limit on the number of users I can have in my Vtiger account?
What are the types of users in Vtiger CRM?
How do I import users into the CRM?
How do I import users using the Import module?
Can I transfer the ownership of the CRM account?
How do I know who my CRM account owner is?
Can I transfer account ownership to any user?
I don't see the option to transfer CRM account ownership.
What does it mean to suspend a user?
How do I suspend a user?
Why can I not import the Single App and Light Agent users into the CRM?
How do I change the primary email address of a user?
How do I assign a role to a user?
Can all users delete records?
I am unable to create Light Agent and Single App, users.
Can I import Single App users in the Sales Enterprise edition?
What is a Standard user?
What is an Admin user?
What is a Light Agent user?
What is a Single App user?
Can I transfer related records to any user when transferring the ownership of a contact or organization?
Can I transfer ownership to any user while suspending a user?
How do I identify users with different roles?
How do I give permission to export records to a user?
How do I give permission to import records to a user?
What is the length limit for the Users module's First and Last names fields?
How do I distinguish Sharing Rules, Profiles, and Roles?
What happens when you suspend a user from the CRM?
What do I do after suspending a user in CRM?
What are the date fields available for user records in Vtiger CRM?
What is a Platform User?
Can a Platform User own records or submit approvals?
Can Platform Users be selected as "Report To" users?
Can Platform Users log in to the CRM web interface?
Is it possible to import or export Platform User data?
How do I create (add) users?
How do I reactivate an inactive or suspended user?
What are the different user types in Vtiger CRM?
How do I change a user’s username in Vtiger CRM?
How do I change a user’s password in Vtiger CRM?
How do I suspend a user in the CRM?
Table of Contents
Follow these steps to suspend a user:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Hover on the user that you want to suspend.
- Click the More icon.
- Select the Suspend User option.
- Click Yes to confirm.
- Enter or select the following information to handle reportees and assigned records for suspended users:
- Transfer Reportees: If the suspended user has reportees, transfer their supervision to another user:
- Select a user from the Transfer Reports To dropdown.
- The Reports To field in the reportees' records will update to reflect the new supervisor.
- Transfer Assigned Records: When Suspending a user, you must transfer the records that are assigned to them.
- Enable the Transfer all records checkbox to transfer the user’s records.
- Use the Select Modules field to specify which modules’ records you want to transfer.
- Select the new owner from the Transfer records to this user dropdown.
- Enable the Transfer closed records checkbox to include closed records in the transfer.
- Transfer Reportees: If the suspended user has reportees, transfer their supervision to another user:
- Click Save to finalize the transfer.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment