Overview
What: Check user's record, re-assign to a substitute and create a Freshdesk ticket, to ask inactivation of the license.
Who: GBU Data Stewards
Table of contents
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 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, Off Boarding process in Service one will generate request for User having left Solvay and still active in core CRM to be deactivated .
First step of inactivation is to change licence to a Community basic if needed 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 community basic will keep available full licences in core CRM pool .
I. Report about user "Freeze" | |
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Data Steward can identify users who do not use CRM or must be deactivated. |
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II. Check the user's record criticity | |
Overview Reports available to help you : Use report on Account Teams to find accounts to update :
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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 Service one request in BMC Helix to ask user inactication (Generic access Management) | |
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