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Overview

Inactive User Management helps website user maintenance by a one-off or scheduled clearning up of dormant user accounts. An automated process deactivates website These are users who have not logged into their accounts for a set amount period of time. This flags the user as permanently inactive. This means they are not considered as a current user on the customer account. They also can no longer login.An automated process initiates the deactivation process. To ensure only truly abandoned user accounts are deactivated, when a dormant account is flagged, the user is emailed a first warning. They can keep their account active by clicking the 'remain keep me active' link in the email, If this is not done, after a set period, a final warning reminder is sent. If there is no response to the 'remain active' link in this second email within a set time, the user account is deactivated.

Deactivation of a user is considered permanently. The email address/user id remains in the system but the user cannot login to your website. 

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Info
titleApprover Users

A dormant user who is has not logged into their account cannot be deactivated if they:

  • are the only approver on the customer account
or
  • has orders awaiting their approval
cannot be deactivated through this service. 

They will be automatically added to the deactivation suspended list. You can leave the user in this status or flag them to be deactivated when the task is next run.

See: Manage Approver User Deactivation


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.    




Excerpt
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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 permanent deactivation are triggered.


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

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

  3. Scroll down 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: number of hours after a warning email is sent before the link expires. Default: 48 hours

  6. Inactive Warning Email in Days: number of days a user has not logged in before first warning email is sent. Default: 365 days

  7. Inactive Reminder Email in Days: (if a user does not click on the 'remain active' link in first warning email or has not since logged into their account) number of days after first warning before final warning email is sent. Default: 60 days

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

  9. Click Save. NOTE - If the task schedule has not been set, do that before saving.

Configure Scheduled Task

Set how often the task for this feature is run.

  1. Scroll down to Scheduled Task Settings


  2. Date- click icon to set date. 

  3. Clock- click icon to set time. 

  4. Click Save.
Configure

Manage Inactive Approver

Management

Users

Check? dormant users who cannot be deactivated because they Inactive users who failed to login within the set period or respond to the warning emails but are the only approver on an account or have orders awaiting their approval cannot be automatically deactivated. Instead the system adds them to the Inactive Approver Users list with deactivation suspended. You can manually flag such a user to be deactivated the next time the task is run.  

To view and manage inactive approver users found by the system:

  1. On the Inactive User Management page, scroll down to Approver User Management
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  2. Click the Approver User Management button.

  3. All Approver Users who cannot be deactivated are listed here, initially with deactivation suspended.
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  4. To switch to/from marking a user to be deactivated, toggle ON the user, then click Add to Reschedule List or Suspend Deactivation

    Here, the user has been rescheduled for deactivation.
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with changes

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Edit landing 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 the template you want to edit.
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Tip

You can also access these templates via the navigation menu. 


Additional Information

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MultiExcerptNameAdditional Info
 --


Multiexcerpt
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MultiExcerptNameFeature Title

Auto Inactive User Management


Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements
04.38.00


Prerequisites


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MultiExcerptNamePre reqs

--


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

No


Business Function


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MultiExcerptNameBusiness Function

Users


BPD Only?


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MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

B2B


Third Party Costs


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n/a



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