Deactivate Users

Sometimes in your organization, the users' hierarchical status may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to other users. Note that deactivating a user is different from deleting a user. When you deactivate a user:

To deactivate a user

• Log in to the Salesmate CRM with Admin or Manage Users Permissions.
• Go to Setup > Users & Security > Users.

• In the Users page, select the Active Users view.
  • In the Active Users, scroll right in order to Deactivate the respective user.
    
    

• Click Deactivate.

As you click on Deactivate, you get can:

• Deactivate the user and release the license
• Deactivate the user and invite a new user using the same license

Deactivate the user and release the license

Deactivating the user and releasing the license means Salesmate will simply reduce the billing cycle by one user and let you assign current Contacts, Companies, Activities and Deals to other users from the drop-down.

Please note that you will have to select a new Owner of the records, which are currently owned by the user you are about to Deactivate

Deactivate the user and invite a new user using the same license

Here Salesmate lets you get to Invite New User directly by noting down his First Name, Last Name and Email and assign current Contacts, Companies, Activities and Deals to other users. 

If you have a long list of users, you can use the search bar to find the respective user. 

 You will find the list of Deactivated users under Deactivated Users Tab