Overview
When you have a number of users from of your organization
using the CRM. You may require the need for enabling or disabling
the user in the CRM application.
- If a user leaves your organization, you need to disable
his/her user account to restrict them from accessing your CRM
data.
- If a user left your sales team and joined another team
within your organization, you had disabled the user in your CRM.
Now after few months, he/she is returning back to your team due to
team alignment. In that case you may be required to enable his
account again so that the user can login to the CRM application
and can work on the leads and deals.
- You want to scale up or scale down the CRM user seats
which you want to buy at the time of CRM subscription renewal.
Disabling the non-active user helps you save cost on their seats.
Any left over seat in active subscription can be allotted to
another active user. This gives you the ability to flexibly scale
your CRM subscription costs.
Important Note
- Privilege: The option to enable or
disable a user account in the CRM application is available only to
Administrator account
- Once Admin disables a user account, the data created by
the user in the past is not deleted. It is retained so that other
team members using the CRM can still view and update the CRM
records (based on their role privileges and permissions)
- If Admin disables a user, the concerned user's login will
be disabled restricting his login to the application.
- If the Admin requires the user to be able to login again,
they can enable it in the application. If the new user being
enabled increases the count of number of active CRM users beyond
the seats subscribed, you would be prompted to either disable
another non-active user or to buy additional seat.
Steps
To enable or disable a user in Toolsoncloud CRM, follow these
steps:
- Login to Toolsoncloud Sales CRM with your credentials.
- At the top right corner in navbar, click on the profile
button displaying your email id. You will be displayed a list of
options in drop down menu.
- Click on "Settings" option from the drop down menu
displayed to you. You will be redirected to Settings page
- In the left side pane, you can find the link to "Users &
Roles" page. Click the link to navigate to Users and Role
management page.
- In the table listing "All Users", you can locate
Activate/Deactivate button in "Action" column.
- You can toggle between Activate and Deactivate button in
order to enable or disable a user respectively.
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