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My colleague has left the company. What is the best way to remove his access to SuperOffice?
There are two ways how you can remove a user from SuperOffice CRM:
If you want to move open activities, sales, etc., from this user to another user to take over, please have a look at this FAQ: How do I reassign all accounts (companies, contacts) and open tasks, sales, projects from a person who left the company to a new person in SuperOffice CRM?
You should do this before you remove mark the user as former employee or delete it, because afterwards you will not be able to create selections based on this user anymore.
Note! You cannot update the owner/author of documents.
Remove the license and mark as former employee.
Please follow the steps below:
Delete the user
Note! Consider carefully if you want to delete a user. This change cannot be undone. Before you delete a user, we recommend to update all active records (Companies, sales, activities, etc.) to another user. After deleting a user, the records created by this user will not be linked to a user anymore.