To configure this feature, ensure Managing Users in Align is complete.

To end date Align mastered roster members:

1. Navigate to the appropriate aln_roster_member__v record.
2. Edit the end_date__v field with the appropriate date.

Roster members end-dated in Align do not need to have an assigned or inherited Vault CRM Security Profile.

When an Align mastered roster member has an end-date in the past, the corresponding user__sys record is inactivated as part of the next push.

If the roster member’s territory assignment was end-dated, push from the root level, not from the territory level.

When the user__sys record is successfully inactivated, the crm_user_status__v field of the aln_roster_member__v record also updates to Inactive.

When the end date of a roster member with active territory assignments is edited, the end date of the related territory assignments also updates.

Updating the end date of a roster member via the Vault Loader or through an API integration does not affect the end date of territory assignments to that roster member.

Reactivating Roster Members

If a roster member is inactivated via this process and the user wants to reactivate the user:

1. Modify the end_date__v of the roster member to a date in the future.
2. Set the crm_user_status__v field on the roster member to Active.

When these conditions are met, the corresponding user__sys record is reactivated during the next push.