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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 users who have not logged into their accounts for a set amount 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.

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 active' link in the email, If this is not done, after a set period, a final warning 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.


A dormant user who is the only approver on the customer 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.    


On this page:

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 Approver Management

Check? dormant users who cannot be deactivated because they are the only approver on an account or have orders awaiting their approval. 


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 each email template.

(1) Inactive User Landing Page template: edit messages displayed to the user when (i) the link was clicked within the valid period, and (ii) when it was clicked after expiring. See: Activate Inactive User widget

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

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

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


Additional Information


Minimum Version Requirements


04.38.00

Prerequisites


--

Self Configurable


No

Business Function


Users

BPD Only?


Yes

B2B/B2C/Both


B2B

Third Party Costs


n/a


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