Inactive User Management

Step-by-step guide

1. Configure inactive user management settings

Set time periods for the task to check for deactivated users and to send email notifications.

1. In the CMS, go to Settings → Settings → Feature Management → User → User 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 turns on the feature on your website.
   
   
5. Set Expiry for Email Link (hours): number of hours before the 'keep me active' links in email notifications expire. Default: 48 hours
   
   
6. Set Send First Warning Email (days): number of days a user has not logged in before first warning email is sent. Default: 365 days
   
   
7. Set Send Reminder Email (days): (only if user does not click the 'keep me active' link in first email or failed to log in) number of days after first warning to send final warning. Default: 60 days
   
   
8. Set User to Deactivated (days): (only if user does not click 'the keep me active' link in final email or failed to log in) number of days after final warning email to send deactivated notification. Default: 30 days
   
   
9. Click Save. NOTE - If the task schedule has not been set, do that before saving.

2. Set schedule for daily task

This scheduled task checks user records for inactive users, sends the warning emails, deactivates users, and adds inactive approvers who cannot be deleted to the 'suspend deactivation' list.

Enter the date the daily task is to begin and the time each day it will run.

1. Scroll down to Scheduled Task Settings. 
   
   
   
   
2. Date- click icon to set date the task will first run. 
   
   
3. Clock- click icon to set the time each day the task will run. 
   
   
4. Click Save.

3. Manage Inactive Approver Users (optional)

Inactive approvers who are the only approver on a customer account or have orders awaiting their approval cannot be deactivated. Instead the system will add them to the Deactivation Suspended list. The user account remains active.

You can manually set an approver on the Deactivation Suspended list to Reschedule Deactivation. However, they cannot be deactivated if either condition still applies to them.

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

1. On the Inactive User Management page, scroll down to Approver User Management. 
   
   
2. Click the View Inactive Approver Users button.
   
   
3. Use Search to find all inactive Approver Users found by the task. 
   
   
   
   
4. To move a user to/from the Deactivation Rescheduled and Deactivation Suspended lists, toggle ON the user, then click Reschedule Deactivation or Suspend Deactivation. 
   
   
   

4. Edit 'Keep me active' landing page & email templates (optional)

In Inactive User Management feature settings, just click the button to go directly to the template you want.

• Inactive User Login Status Template: edit messages displayed to the user when they click the 'keep me active' link (i) when it is active, and (ii) when it has expired. See: Inactive User Link Widget
  
  
  

  
  

• First Warning Email Template: edit the first inactive user warning email message: See: Inactive User Warning Widget
  
  
  
  
  
  
• Reminder Warning Email Template: edit the final warning email message. See: Inactive User Reminder Email Widget
  
  
  
  
  
• User Deactivated Email Template: edit the deactivated user email message. See: Permanently Inactive User Email Content Widget
  
  

In the CMS, apply the Deactivated filter to the Website Users search to find all deactivated users. 

 

1. Go to E-Commerce → Users → Website Users
   
   
2. In Website User Maintenance, all active users are listed by default. 
   
   
3. Click the filter iconnext to the User Status column.
   
   
4. Click in the empty field, select 'Deactivated' from the dropdown, and click Filter.
   
   
5. All 'Deactivated' users have the Deactivated icon in the User Status column. 
   
   

Reactivate a user

Deactivated users can be reactivated in the CMS. However, once reactivated, you cannot deactivate them.

1. Use the Website User Search in the CMS to find a deactivated user.  
   
   
   
2. Click Edit to view the user's details.  
   

Advanced User Maintenance Search

You must have be enabled as Account Administrator to access this function.

1. On your website or in the CMS, go to Users → Advanced User Maintenance. 
   
   
   
2. In Search, enter part or all of a user's name or id. NOTE - Search results will show not only permanently inactive users but all users that match the search criteria.
   
   
3. Tick Show Permanently Inactive Users. 
   
   
   
4. Click Search.
   
   
5. To view a user's details, click the radio button next to the user.
   
   
   
   
6. The user's record is displayed. Check the  user's 'Is Permanently Inactive' status.
   
   
   

   Reactivate a permanently inactive user

7. To reactivate the user, click Modify and untick the checkbox.
   
   
   
8. To save the change, click OK.
   
   

Additional Information

Related help