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Overview

Inactive User Management helps website user maintenance by a one-off or scheduled clearning up of dormant user accounts. The automated process deactivates website users who have not logged into their accounts for a set amount of time. Before deactivation, the user receives a first warning via email, and can click the 'remain active' link to stop the process, If this is not done, a final warning is sent. If the link in this second email is not clicked, the user account will be deactivated.


Info

A dormant user who is the only approver on the account or has orders awaiting their approval cannot be deactivated through this service. 


CMS administrators can configure:

  • the inactive period (default: 365 days) before the first warning is sent
  • the number of days after the first warning to send the final warning
  • the number of hours the activation link to login in each warning email is valid
  • the number of days after the final warning to deactivate the account


Once deactivated, the user account is marked as 'inactive'. A deactivated user cannot login but the user account and history remains in the system.    


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Set the system to auto-deactivate inactive user accounts.



Panel

On this page:

Table of Contents


Step-by-step Guide

Configure Inactive User Management

Set when the warning emails and deactivation are triggered.


  1. In the CMS, go to SettingsSettingsFeature ManagementUserUser Accounts.

  2. Ensure User Accounts is enabled, then click Configure.

  3. Go to Inactive User Management.


  4. Toggle ON Enable Inactive User Management. This enables the feature on your website.

  5. Inactive User Activation Link Expiry in Hours: hours after a warning email is sent for the link to expire. Default: 48 hours

  6. Inactive Warning Email in Days: number of days a user is inactive before first warning email is sent. Default: 365 days

  7. Inactive Reminder Email in Days: (if user did not click on activation link in first warning email) number of days after first warning before final warning email is sent. Default: 60 days

  8. Deactivate Email in Days: (if user did not click on activation link in final warning email) number of days after final warning email is sent for account to be deactivated. Default: 30 days

  9. Click Save.


Configure Scheduled Task

Set how often the inactive users check is done.

  1. In Task Options, click Edit


  2. Is Active: toggle ON to turn on the scheduled task.

  3. Occurrence: run the task one time or repeat after a specific period

  4. Start: start date and time

  5. Prestored Procedure: do not change without Commerce Vision instruction

  6. Poststored Procedure: do not change without Commerce Vision instruction

  7. Click Save.

Edit Page and Email Templates

The landing page after a 'remain active' link is clicked and the deactivation email messages can be edited. Just click on the button under each field to go to each email template.

(1) Inactive User Landing Page template: 

(2) First warning email template: inactive user warning widget

(3) Reminder warning email template: inactive reminder email widget

(4) Deactivation final email template: deactivation final email widget


Additional Information

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MultiExcerptNameAdditional Info
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MultiExcerptNameFeature Title

Auto Inactive User Management


Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements
04.38.00


Prerequisites


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--


Self Configurable


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No


Business Function


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Users


BPD Only?


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Yes


B2B/B2C/Both


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B2B


Third Party Costs


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n/a



Related help

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