Deleting User profiles - Considerations and Cleanup
In general, we do not advise deleting users from Maximizer. Alternatively, we recommend disabling the user. This has 2 benefits:
- It prevents the user from being active in the database while maintaining historical ownership of records and entries.
- If required, it allows the Maximizer administrator an opportunity to reassign entries and records (eg. tasks, appointments, opportunities/accounts, leads, etc.) to active Maximizer users.
To prevent other active users from seeing the ID or name of the disabled user, log into the Web Administrator (in Maximizer, select Administration > Administrator). Change the Web Access setting of the user to Disabled and change the Security setting to Private.
If deleting the Maximizer user is your only option, there are 2 things to keep in mind:
- Any record or entry (ie. notes, documents, database log entries, etc.) originally associated with the user will display "Deleted User" instead of the user's ID or name.
- All appointments and hotlist tasks originally associated with the user will be deleted.