Overview:
This article explains how to deactivate an End User in Xvantage for Associates (X4A) CRM. Deactivating an End User removes the record from active views while retaining it in CRM for historical reference, reporting, and future review.
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Customers > End Users.
By default, the page opens in the Active End Users view unless a different default view has been selected.
Use the Filter by keyword or Quick Find search field to locate the End User you want to deactivate.
Select the checkbox next to the End User record.
Alternatively, click the Reseller End User Name's hyperlink to review the record details before deactivating it.
Click Deactivate on the command bar.
In the confirmation dialog, click Deactivate to confirm the action.
The End User record is marked as Inactive and is automatically moved from the Active End Users view to the Inactive End Users view. The record remains available in CRM for future reference and reporting purposes.