Deleting User Accounts - Revision history

J.collier at 11:05, 2 April 2013

2013-04-02T11:05:16Z

J.collier at 11:05, 2 April 2013

2013-04-02T11:05:03Z

J.collier at 11:04, 2 April 2013

2013-04-02T11:04:52Z

J.collier: /* Deleting a User Account */

2013-04-01T17:20:36Z

Deleting a User Account

J.collier at 17:19, 1 April 2013

2013-04-01T17:19:05Z

J.collier: /* Territory Realignment */

2013-04-01T17:18:43Z

Territory Realignment

J.collier: Created page with "Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user a..."

2013-04-01T17:00:48Z

Created page with "Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user a..."

New page

Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user account can safely be deleted.

== Territory Realignment ==

To move a large number of records, Administrators should use the Territory Realignment tool to move data from the old user to the new user. A territory realignment changes the Record Owner of Accounts and related Contacts, pending Activities, Opportunities, and other related data. If an Account Manager is assigned, the territory realignment will also change the account manager to the new user. Records that have no account manager assigned will remain unassigned.

To realign records:
1. Select Administration from the Quick Links section.

2. Select System Tools from the Administrator section.

3. Select Territory Realignment. The Territory Realignment screen displays.

Use the Lookup button to select the existing Account Manager or Record Owner. {Choose the old user who no longer needs to access these records}

4. (optional) If no criteria is set, all records owned by the existing user will be moved. To realign only a portion of this user's data, check the box and enter the search criteria.

5. In the Re-align Accounts To field, use the Lookup button to indicate whom the accounts will be now be assigned to. {Choose the new user}

6. Click the Realign button.

Note: Some records, such as completed Activities, will remain with the previous owner for historical accuracy and will not be moved using the Realign tool. These can be reassigned manually or deleted as needed.

== Deleting a User Account ==

To delete a user account for an individual who not will be using Commence On Demand:

1. From the Quick Links menu, select Administration.

2. From the Administrator menu, select Users.

3. Find the user to be deleted in the list of users. Put a checkmark in the box next to the user name and click Delete.

← Older revision		Revision as of 11:05, 2 April 2013
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	'''Note:''' Some records, such as completed Activities, will remain with the previous owner for historical accuracy and will not be moved using the Realign tool. These can be reassigned manually or deleted as needed.		'''Note:''' Some records, such as completed Activities, will remain with the previous owner for historical accuracy and will not be moved using the Realign tool. These can be reassigned manually or deleted as needed.
−

	== Deleting a User Account ==		== Deleting a User Account ==

← Older revision		Revision as of 11:05, 2 April 2013
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	To move a large number of records, Administrators should use the Territory Realignment tool to move data from the old user to the new user. A territory realignment changes the Record Owner of Accounts and related Contacts, pending Activities, Opportunities, and other related data. If an Account Manager is assigned, the territory realignment will also change the account manager to the new user. Records that have no account manager assigned will remain unassigned.		To move a large number of records, Administrators should use the Territory Realignment tool to move data from the old user to the new user. A territory realignment changes the Record Owner of Accounts and related Contacts, pending Activities, Opportunities, and other related data. If an Account Manager is assigned, the territory realignment will also change the account manager to the new user. Records that have no account manager assigned will remain unassigned.
−

	1. Select '''Administration''' from the '''Quick Links''' section.		1. Select '''Administration''' from the '''Quick Links''' section.

← Older revision		Revision as of 11:04, 2 April 2013
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−	Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user account can safely be deleted.	+	Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user account can safely be deleted.
−

	== Territory Realignment ==		== Territory Realignment ==

@@ Line 6: / Line 6: @@
 To move a large number of records, Administrators should use the Territory Realignment tool to move data from the old user to the new user.  A territory realignment changes the Record Owner of Accounts and related Contacts, pending Activities, Opportunities, and other related data.  If an Account Manager is assigned, the territory realignment will also change the account manager to the new user. Records that have no account manager assigned will remain unassigned.
 . Select '''Administration''' from the '''Quick Links''' section.
@@ Line 24: / Line 22: @@
 '''Note:''' Some records, such as completed Activities, will remain with the previous owner for historical accuracy and will not be moved using the Realign tool. These can be reassigned manually or deleted as needed.
 == Deleting a User Account ==

@@ Line 26: / Line 26: @@
 == Deleting a User Account ==
-To delete a user account for an individual who not will be using Commence On Demand:
+To delete a user account for an individual who will no longer be using Commence On Demand:
-. From the Quick Links menu, select Administration.
+. From the '''Quick Links''' menu, select '''Administration'''.
-. From the Administrator menu, select Users.
+. From the '''Administrator''' menu, select '''Users'''.
-. Find the user to be deleted in the list of users. Put a checkmark in the box next to the user name and click Delete.
+. Find the user to be deleted in the list of users. Put a checkmark in the box next to the user name and click '''Delete'''.

@@ Line 7: / Line 7: @@
-To realign records:
+'''To realign records:'''
-. Select System Tools from the Administrator section.
+. Select '''Administration''' from the '''Quick Links''' section.
-. Select Territory Realignment. The Territory Realignment screen displays.
+. Select '''System Tools''' from the '''Administrator''' section.
-Use the Lookup button to select the existing Account Manager or Record Owner. {Choose the old user who no longer needs to access these records}
+. Select '''Territory Realignment'''. ''The Territory Realignment screen displays.''
 . (optional) If no criteria is set, all records owned by the existing user will be moved. To realign only a portion of this user's data, check the box and enter the search criteria.
-. In the Re-align Accounts To field, use the Lookup button to indicate whom the accounts will be now be assigned to. {Choose the new user}
+. In the Re-align Accounts To field, use the '''Lookup''' button to indicate whom the accounts will be now be assigned to. {Choose the new user.}
-Note: Some records, such as completed Activities, will remain with the previous owner for historical accuracy and will not be moved using the Realign tool. These can be reassigned manually or deleted as needed.
+. Click the '''Realign''' button.
 == Deleting a User Account ==