When an employee leaves your organization, you may need to remove their access to Workbooks CRM. However, it's crucial to retain the records and activities they've logged.
Catch our next online event, Wednesday 10th July at 2pm and we'll show you the text-book way to update your CRM system when an employee leaves.
The main steps to consider are as follows, in order...
1. Deactivate the User Account
Instead of deleting the user, deactivate their account. You remove their access to Workbooks and reallocate the licence to another user.
2. Reassign Ownership
Transfer ownership of the user's records to active team members. This ensures continued management of client relationships and ongoing projects.
3. Maintain Activity Logs
Workbooks retains all activity logs associated with the deactivated user, providing an audit trail of their actions within the system.
4. Archive User-Specific Data
Consider creating an archive for any user-specific notes or documents that may not be immediately relevant to other team members.
5. Update Workflow Processes
Review and update any automated workflows or processes that involve the departing user to maintain smooth operations.
By following these steps, you can remove a Workbooks User's access while preserving valuable historical data and maintaining the integrity of your CRM records.
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