Prior to deactivating a user, it's important to complete a few actions to ensure a smooth process. Here is an article to help transfer Lead or Customer records.
Administrators should access:
Settings - Users
Select the user you want to deactivate.
On the left-side of the screen, click Deactivate User.
You will be prompted to confirm deactivation.
Checks
For best practice, you should verify the following on the user record:
System
Under the System tab you must make sure the below System Settings have been amended as follows:
Active: Unticked
Send Notifications: Unticked
View Only My Records: Unticked
API Login Allowed: False
Default Case Watcher: False
Departments
Department Memberships: Ensure all departments are unticked
Shared Calendar Department: Should read as "--Please select a business unit--"
Default Browsing Group (Widget): Should read as "--Please select a group--"
Contact Preferences:
Under Contact Preferences ensure the following:
Notification Schemes: Ensure all are unticked
Signature, Telephony and Information do not need to be amended.
Telephony is only needed in the rare instance that and Asterisk phone system is being used.