10-09-2012 04:27 AM
Hi All, we have a sales rep that has left, so want to remove him as a user.
What happens to his entries and history/notes etc? Do they remain (which we want), or do we loose everything?
Hoping someone can help.
10-09-2012 05:14 AM
When you delete a user from your database, any records managed by that user will be lost, unless you reassign them to a different user.
This article will walk you through this process. http://kb.sagesoftwareonline.com/app/answers/detail/a_id/19474/kw/delete%20user
Alternatively, if you only wish him to no longer have access to your database you can make his User Inactive. He wont be able to log in, but it will retain all the records as is. To do this you will need to be logged in with the Administrator User of ACT. Under the Tools menu select Manage Users. (If you are not logged in as Admin User this option will be greyed out)
Select the User you wish to make inactive then click Edit User Information. Click Next till you get to the Specify Access part of the wizard and select Inactive. Then press finish. The user will no longer be able to log into ACT.
Hope that helps.
10-09-2012 06:49 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.