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?
How do I create (add) users?
How do I reactivate an inactive or suspended user?
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?
How do I suspend a user in the CRM?
What are the date fields available for user records in Vtiger CRM?
What do I do after suspending a user in CRM?
Table of Contents
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.
Select a user from the Transfer Reports To user dropdown to transfer the reportees to them.
When suspending a user, you must transfer the records assigned to them to another user.
Select a user from the Transfer Reports To user dropdown to transfer the reportees to them.
When suspending a user, you must transfer the records assigned to them to another user.
- Enable the Transfer all records checkbox.
- Choose which records you want to transfer by selecting modules from the Select Modules field.
- Select a user from the Transfer records to this user dropdown to transfer records to them.
- Enable the Transfer closed records checkbox if you want to transfer closed records as well.
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