Skip to main content

We’ve had some members depart so are doing account cleanup.  Wondering what is the recommended process.

Have validated with our test environment. 

In Quoter, if a user has people assigned, are prompted to reassign the people to someone else and then the user is deleted.  Any quotes they owned are still there but there is no longer an identified owner for the quote and can’t see who performed the activity, impacting the audit trail.

Tried the alternative of updating user credentials in Scalepad Hub, adding a prefix to the name and email.  The email doesn’t update because it’s waiting for a validation from the new email.  Do see the updated name in Quoter and the audit trail appears retained.  Of course this impacts other apps associated with the Scalepad Hub user.

Hi Annelise,

Thanks for reaching out about this. Since the User information is now coming to Quoter from the ScalePad Hub, if you wish to retain the audit trail and user information in Quoter, the best option would be to inactivate the User in the Hub which would prevent them from logging in, but will retain their Quoter user info. As you mentioned, this can cause issues if you want them to be able to access other ScalePad products, but we don’t currently have a way to archive customers in Quoter. It would definitely be a good idea for a Product Idea, though :)

Let me know if you have any questions about this,

Reply


Terms & ConditionsCookie settings