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Deleting/Terminating Users

Upasana Mukherjee
  • Updated

Overview

You want to delete or terminate user(s).

 

Solution

Please raise a support ticket with us mentioning the following details for the user(s) that you want to terminate.

  • UserID (optional),
  • User Name (mandatory), and
  • UserLogin (mandatory).

Please specify if you require evidence of the termination. We will terminate the users, inform you and provide evidence (if requested). 

<supportagent>

Prerequisites:

  • Access to the client-specific CSR site

  • write-access to the Client database

Irrespective of the client explicitly mentioning that a given user should be deleted or terminated, the approach is to de-activate the user account. This de-activation of the user account can be done from the client-specific CSR site or the database, as described below.

Steps:

1. Deactivate user in CSR using the steps below

  • Login to the client-specific CSR site.
    Search for the given user by typing name (first name last name) in the field customer name.
  • Navigate to Administration Menu -> Security -> User Setup.
  • Under User Setup, enter the given last name and search.
  • In the resultant information, click on the hyperlink in the Last Name to display the User Detail screen.
  • On this User Detail screen, a checkbox "Account is Disabled" should be displayed.
  • Check this box and click on Save. The user account will be disabled.

Alternatively (or for multiple users), run the update query below. Replace the parameter userlogin with the given UserLogin value.

The parameter ActiveFlag as zero indicates that the user is deactivated or inactive.

update secuser
set ActiveFlag = 0
where userlogin in ('deana.marris', 'john.doe')

2. To provide evidence of termination (if requested), run the select query below.

Replace the parameter userlogin with the given UserLogin value that you used to deactivate the user in the previous step.
Share the query result with the client. You can also run the steps in the Testing section and share a screenshot of the User Detail screen.

select ActiveFlag, UserLogin, Firstname, LastName, Email 
from secuser 
where userlogin in ('deana.marris', 'john.doe')

</supportagent>

 

Testing

Terminated users will have their user account deactivated on the CSR site.
You need to have Admin user rights to verify that a user account is deactivated using these steps:

  1. Login to the CSR site.
    Search for the given user by typing name (first name last name) in the field customer name.
  2. Navigate to Administration Menu -> Security -> User Setup.
  3. Under User Setup, enter the given last name and search.
  4. In the resultant information, click on the hyperlink in the Last Name to display the User Detail screen.
  5. On this User Detail screen, the checkbox "Account is Disabled" will be found as checked (ticked/selected) indicating that the account is disabled.