Feature release Date: February 1st, 2025
With our latest enhancement, agencies now have more options for deleting a user that indicates clear reasoning behind user deletions. This improvement offers greater clarity and detailed explanations regarding the deactivation process.
Use Case: Indicates clear reasoning behind user deletions, ensuring transparency,enabling more informed decisions before choosing to map or deactivate the user data to a different agent.
To View the Enhancement:
- Navigate to the Settings Module.
- Within configuration, click on users
- Select any user, and then click on the action button.
- From the drop down, select deactivate.
- A panel will open from the right.
- Select whether you want to map the data to an existing agent.
- Choose the reason for deactivation.
Deactivate Reason: No Longer with the Agency
- You will get options to choose between ‘Yes’ or ‘No’ in case you are planning to replace the existing user.
- Then, click Confirm.
Introduced additional options in: Deactivate Reason: Moving to another department:
- Select the department you are moving to.
- Next, indicate whether you are considering using IM for that department by selecting either ‘Yes’ or ‘No.’
- Click Confirm to save.
Deactivate Reason: Mapping to another Agent or House account
- Select ‘Yes’ or ‘No’ if you are planning to add a new user.
- Click confirm.
How can the admin review the details regarding the reasons for the user's deactivation?
- The admin can fully access deactivation details by navigating to Settings > Users > Deactivated, where they will get a 360-degree overview of the deactivation reason, date, who deactivated the user, and where the user’s data is mapped.
