Managing user accounts in DriveCentric often involves reactivating inactive or locked-out profiles. This guide provides a comprehensive overview of the reactivation process, permissions required, and key considerations.
Step-by-Step Guide to Reactivate a User
Access User Management - Navigate to Store Settings > User Management. - Open the Inactive tab to locate the user’s profile.
Locate the User Profile - Search for the user in the inactive list. - Open their profile to view account settings.
Update Account Status - Toggle the Active switch to ON. - Ensure the Locked Out switch is OFF. - Save your changes.
Verify Reactivation - If the user cannot access their account immediately, perform a hard refresh in your browser or check for processing delays.
Permissions Required for Reactivation
Only users with elevated permissions, such as Expert User or Manage Store, can reactivate accounts.
If you lack the necessary permissions, contact an Expert User at your organization.
Implications of Making a User Inactive
Customer Assignments: Customers remain assigned to the user unless reassigned during inactivity.
Tasks and Distributions: Tasks and distribution memberships are removed when a user is made inactive and must be manually restored upon reactivation.
Troubleshooting Common Issues
User Not Visible in Active List: Check the Inactive tab in User Management.
Reactivation Fails: Ensure there are no duplicate or legacy email records associated with the user.
Locked-Out Users: Unlock the account by toggling the Locked Out switch OFF.
FAQs
Will reactivating a user restore their previous tasks and distributions?
No, tasks and distributions are not automatically restored. You will need to manually reassign tasks and add the user back to distributions.
What happens if a user is locked out?
Locked-out users cannot log in to the system or mobile app and will not receive notifications.