End-Dating Users in Align
Roster members mastered by Align can be end-dated in Align and be appropriately deactivated in CRM via a push, enabling Align operational users to handle a user leaving their organization from their Align roster member record, eliminating the need to manually deactivate a user after the fact.
Who can use this feature?
- Browser Users
- Users require an Align License
- Align Operational Users
Configuring End Dating Align Mastered Roster Members for
Align Operational Users
To configure this feature, ensure Managing Users in Align is complete.
End Dating Align Mastered Roster Members as
Align Operational Users
To end date Align mastered roster members:
- Navigate to the appropriate aln_roster_member__v record.
- 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:
- Modify the end_date__v of the roster member to a date in the future.
- 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.
