How do I suspend a user in the CRM?
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.
- Click Save to finalize the transfer.