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Step-by-step

PREAMBULE: About user deactivation...

GBU CRM Champion is responsible to follow activity of users (users not logging in for more than 3 months)  using dashboard " User Management " and request User deactivation via Freshdesk for if needed :

• End of Contract with Solvay 
• User moving to another GBU
• Change of Job that Core CRM system access is not required or forbidden (example: from Sales to Procurement).
• Other reasons.

Additionally, in order to respect Solvay policy, on a weekly basis Off Boarding process in Service one will generate request for User having  left Solvay and still active in core CRM are deactivated (Weekly extract from GUDSIS generates a ticket to CGI)to be deactivated .

First step of inactivation is to move change licence to a Community basic if needed and and to  Freeze user in order to wait for more  information (ex: critical user in a queue must be replaced).

FYI: Freezing a user will disable SSO (single sign on ) so prevent user access and donwgrading licence from full to cimmunity community basic will keep available full licences in core CRM pool . 

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I. Report about user "Freeze"
Data Steward will receive a weekly report every wednesday with the list of user "FREEZE" per GBUs : https://solvay-crm.my.salesforce.com/00O24000004r5yU	Image Removed
Open the excel template, and select "Add user to account team" sheet.
can identify users who do not use CRM or must be deactivated.	Image Added
II. Check the user's record criticity
Overview Reports available to help you : Use report on Account Teams to find accounts to update : Folder : GBU Data Steward Reports Report : Account Teams - Update Members Link : https://solvay-crm.my.salesforce.com/01Z24000000EXUZ
Use Login-as to re-execute the report. It will allow you to see report, click on it an do changes.  Note: Team member role does not have any impact on rights on the account, it is just a label.
Fill the Account access level using the picklist. Note: Select read access, or write access.
III. Create a Freshdesk ticket Service one request in BMC Helix to ask inactication.		Once filled, send the Excel file to CRM support via Freshdesk.	user inactication (Generic access Management)