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CRM 4.0 - Remove User from taking up a license? RRS feed

  • Question

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    I have multiple people that no longer work for the company. How do I remove them from CRM so that I can use their licenses for new employees?

    Friday, June 27, 2008 4:55 PM

Answers

  • If the user (who left the company) has open records you may re-assign those records to another “active” user and then disable the user.

    That can be accomplished from within the user’s action menu. Afterwards you may add new users using the add or add multiple users wizard.

    The sequence of the steps described above is of no importance. You may add the new users and then disable the old ones.

     

    Adi

     

    Friday, June 27, 2008 11:29 PM