Step-by-step guide
Set when the warning emails and permanent deactivation will be triggertime periods for the task to check for deactivated users and to send email notifications.
- In the CMS, go to Settings → Settings → Feature Management → User → User Accounts.
- Ensure User Accounts is enabled, then click Configure.
- Scroll down to Inactive User Management.
Image Removed
Image Added
- Toggle ON Enable Inactive User Management. This enables turns on the feature on your website.
- Inactive User Activation Link Expiry in HoursSet Expiry for Email Link (hours): number of hours after a warning email is sent before the link expiresbefore the 'keep me active' links in email notifications expire. Default: 48 hours
- Inactive Set Send First Warning Email in Days(days): number of days a user has not logged in before first warning email is sent. Default: 365 days
- Inactive Set Send Reminder Email in Days(days): (only if a user does not click on the 'remain keep me active' link in first warning email or has not since logged into their accountfailed to log in) number of days after first warning before to send final warning email is sent. Default: 60 days
- Deactivate Email in DaysSet User to Deactivated (days): (only if a user does not click on activation 'the keep me active' link in final warning email or logs into their accountfailed to log in) number of days after final warning email is sent for account to be send deactivated notification. Default: 30 days
- Click Save. NOTE - If the task schedule has not been set, do that before saving.
2. Set schedule for daily task
The This scheduled task checks user records for inactive users, sends the warning emails, deactivates users, and adds inactive approvers who cannot be deleted onto the approver management to the 'suspend deactivation' list.
Enter the date the daily task is to begin and the time each day it will run.
- Scroll down to Scheduled Task Settings.
Image Removed
Image Added
- Date
- click icon to set date the task will first run.
- Clock
- click icon to set the time each day the task will run.
- Click Save.
3. Manage Inactive Approver Users (optional)
Inactive users who failed to login within the set period or respond to the warning emails but are an account's only approver approvers who are the only approver on a customer account or have orders awaiting their approval cannot be deactivated. Instead the system adds will add them to the Inactive Approver Users list with deactivation suspended. This means the user's account is still active and they can login to the websiteDeactivation Suspended list. The user account remains active.
You can manually flag set an approver on this the Deactivation Suspended list to be deactivated the next time the task is run. (Reschedule Deactivation. However, they will only cannot be deactivated if the conditions preventing deactivation no longer apply.)either condition still applies to them.
To view and edit inactive approver users found by the system:
- On the Inactive User Management page, scroll down to Approver User Management.
Image Removed
Image Added - Click the View Inactive Approver User ManagementUsers button.
- Click Use Search to find all inactive Approver Users who cannot be deactivated. Any new users on this list will have deactivation suspended.
Image Removed
To switch to/from marking a user to be deactivatedfound by the task.
Image Added
- To move a user to/from the Deactivation Rescheduled and Deactivation Suspended lists, toggle ON the user, then click Add to Reschedule List or Deactivation or Suspend Deactivation.
Here, the user has been rescheduled for deactivation.
Image Removed
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
4. Edit 'Keep me active' landing page & email templates (optional)
Tip |
---|
You can also access these templates in Pages & Templates via the navigation menu. Image Added
|
While in Inactive User Management feature settings, just click the button to go directly to the template you want to edit.
Image Removed
Image Added
- Inactive User Landing Page Login Status Template:edit message messages displayed to the user when they click the 'keep me active' link was clicked (i) before when it expiredis active, and (ii) after when it has expired. See: Activate Inactive User Link Widget
Image Removed
Image Added
Tip |
---|
You can also access these templates via the navigation menu. Image Removed
|
Search Permanently Inactive Users
Use the CMS Website Users search or Advanced User Maintenance on the website or in the CMS (if available) to find permanently inactive users. If you want to make an reactivate an inactive user, use the Advanced User Maintenance option.
CMS Website User Search
(For versions 4.38+ only)
CMS Website User SearchIn the CMS, apply the Deactivated filter to the Website Users search to find all deactivated users.
Image Added
- Go to E-Commerce → Users → Website Users
- In Website User Maintenance, toggle ON Show Permanently Inactive Users.
Click Search.
Image Removed, all active users are listed by default.
- Click the filter icon
Image Addednext to the User Status column.
- Click in the empty field, select 'Deactivated' from the dropdown, and click Filter.
Image Added
- All 'Deactivated' users have the Deactivated icon
Image Added in the User Status column.
Image Added
Reactivate Deactivated User
Available only when the Inactive User Management task is enabled. TIP - You can also manually deactivate/reactivate a deactivated user.
Deactivated users, e.g., those found by the inactive user deactivation task, can be reactivated manually in CMS Website User Maintenance. NOTE - A reactivated user cannot be deactivated again manually in the CMS.
To reactivate a deactivated user:
- In the CMS, use the Website User Search in Website User Maintenance to find the deactivated user.
- Click Edit to view the user's details.
Image Added - In the Edit User page, toggle OFF User Deactivated. NOTE - This toggle displays only for a deactivated user.
Image Added - Confirm you want to reactivate this user.
Image Added - To save this change, click Save & Exit.
Manually Reactivate/Deactivate User
Account administrators can manually deactivate or reactivate a user. This function can also be accessed in the CMS if the Advanced User Maintenance
SearchYou must have be enabled as Account Administrator to access page has been added.
IMPORTANT - Deactivated users are called 'Permanently Inactive Users' in this function.
On
Use Advanced User Maintenance
- While logged into your website or in the CMS, go to Users → Advanced User Maintenance.
![](/download/attachments/128778680/image2022-9-2_7-42-26.png?version=1&modificationDate=1662068545813&api=v2&effects=drop-shadow)
- In Search, enter part or all of a user's name or id. NOTE - Search results will show not only deactivated (permanently inactive users) but all users that match the search criteria.
- Tick Show Permanently Inactive Users.
![](/download/attachments/128778680/image2022-9-2_7-44-20.png?version=1&modificationDate=1662068659740&api=v2)
- Click Search.
- To view a user's details, click the radio button next to the user.
![](/download/attachments/128778680/image2022-9-2_8-1-28.png?version=1&modificationDate=1662069688237&api=v2)
- The user's record is displayed. Check the the user's 'Is Permanently Inactive' status.
![](/download/attachments/128778680/image2022-9-2_8-12-43.png?version=1&modificationDate=1662070362967&api=v2)
Reactivate
Manually reactivate a
permanently inactive deactivated user
- To reactivate the user, click Modify and untick the checkbox.
![](/download/thumbnails/128778680/image2022-9-2_8-33-1.png?version=1&modificationDate=1662071581040&api=v2)
- To save the change, click OK.
Info |
---|
title | What is a 'Deactivated User'? |
---|
|
Disabling/deactivating a user is different to making a user's account permanently inactive. It is meant to be temporary, and users with active orders, are the only approver on the account, or have orders awaiting their approval, can be disabled. Just like when a user is made permanently inative, a disabled user cannot login. But the message they see is different. See: disable/deactivate a user account |
Multiexcerpt |
---|
hidden | true |
---|
MultiExcerptName | Additional Info |
---|
|
-- |
Multiexcerpt |
---|
hidden | true |
---|
MultiExcerptName | Feature Title |
---|
|
Auto-deactivate inactive Inactive User Management |
Minimum Version Requirements |
Multiexcerpt |
---|
MultiExcerptName | Minimum Version Requirements |
---|
| 042022.38.003 |
|
---|
Prerequisites | |
---|
Self Configurable |
Multiexcerpt |
---|
MultiExcerptName | Self Configurable |
---|
| NoYes |
|
---|
Business Function |
Multiexcerpt |
---|
MultiExcerptName | Business Function |
---|
| Users |
|
---|
BPD Only? | |
---|
B2B/B2C/Both |
Multiexcerpt |
---|
MultiExcerptName | B2B/B2C/Both |
---|
| B2BBoth |
|
---|
Third Party Costs |
Multiexcerpt |
---|
MultiExcerptName | Third Party Costs |
---|
| n/a
|
|
---|
Content by Label |
---|
showLabels | false |
---|
max | 5 |
---|
spaces | KB |
---|
showSpace | false |
---|
sort | modified |
---|
reverse | true |
---|
type | page |
---|
cql | label in ("user-admin","customer","user-website") and type = "page" and space = "KB" and title ~ "deactivateDisable" |
---|
labels | user accounts |
---|
|
Content by Label |
---|
showLabels | false |
---|
max | 5 |
---|
spaces | KB |
---|
showSpace | false |
---|
sort | modified |
---|
reverse | true |
---|
type | page |
---|
cql | label in ("user-admin","customer","user-website") and type = "page" and space = "KB" and title ~ "Delete" |
---|
labels | user accounts |
---|
|
Content by Label |
---|
showLabels | false |
---|
max | 5 |
---|
spaces | KB |
---|
showSpace | false |
---|
sort | modified |
---|
reverse | true |
---|
title | Related widgets |
---|
type | page |
---|
excludeCurrent | true |
---|
cql | label = "widget" and type = "page" and space = "KB" and title ~ "'inactive user'" |
---|
labels | user accounts |
---|
|
Content by Label |
---|
showLabels | false |
---|
spaces | KB |
---|
showSpace | false |
---|
sort | creation |
---|
excerpt | true |
---|
reverse | true |
---|
excludeCurrent | true |
---|
operator | AND |
---|
cql | label = "widget" and space = "KB" and title ~ "'deactivated user deactivation'" |
---|
labels | widget cms |
---|
|