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  • Deactivate User

    I am trying to deactivate a System Wide Administrator in the Admin portal, but when I go to manage users and uncheck the active button and click Update, I receive an error message saying the email already exists. It seems the system thinks I am trying to create a new user, when really I just want to update an existing user.

    Any assistance would be great.

    Thanks in advance.

  • #2
    Good day!

    Sorry for the trouble but I am not sure I understand what you are referring to.

    Are you referring to the administrative portal (https://portal.clickandpledge.com) > Account Info > Users

    This is posted in the Checkout Pages & Administrative Portal channel and as such I am assuming you are referring to the above path. The problem is we don't have such a feature as you are describing.

    Please elaborate a bit more and hopefully we can help.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Yes I am referring to the administrative portal. > Account Info > Users > Manage Users > Edit then click on the update button.

      Comment


      • #4
        Good day!

        I am not sure what you are doing but I just tried it and activated and deactivated an admin user.

        What is the first name of the admin you are trying to disable?
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Kari - I have attached a screenshot.

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          • #6
            Good day!

            Please follow these steps and let me know if this is what you are doing and that it is not working:

            Step 1: Click on Users
            Step 2: Click on Manage Users
            Step 3: Click on the pencil next for the user you wish to edit

            Click image for larger version

Name:	2015-08-27_14-37-13.jpg
Views:	25
Size:	112.8 KB
ID:	18729


            Step 4: In edit mode for the user click on Status > Active and uncheck the box
            Step 5: Save it

            Click image for larger version

Name:	2015-08-27_14-37-49.jpg
Views:	26
Size:	67.0 KB
ID:	18730

            This should save the user with inactive status.

            Please try this and let me know if you still have any issues.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              I have taken the steps above and I get the same error message that I attached previously. Will attach again.

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              • #8
                Good day!

                I disabled the user in your account. The problem was this user was disabled once before and another user with the same information was created. When saving the system was detecting the duplicate.

                We resolved it for you.

                Please let us know if we can be of any further assistance.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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