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Infor CRM

Retiring a User in Infor CRM SLX

Published by: Dale Richter

Retiring an End User from the Infor CRM Web Client

If you need to retire an end user in the Infor CRM Web Client just follow these simple steps:

  1. Log into the Web Client as Admin and go to Administration Navbar on the left side of the screen.
  2. Go to Users
  3. You can click the hyperlink on a user or use the lookup to find a specific user.
  4. Once you open the details for a user, you can change the user type to “Retired”, save the record and the user will be retired.

Notes:

  1. Make sure the user does not have users that report to them.
  2. If the User is an Account Manager for any Accounts, Contacts or Opportunities, use the Territory realignment tool to reassign the records.
  3. Make sure the user’s “Reportsto” is set to Admin. This ensures that if any other Manager retires or leaves the company, you do not have to go back and correct retired users.
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About the Author
Dale Richter
Dale Richter
Director of Training- I have worked with Customer FX since 1997

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