Tips and Tricks from R.J., the SalesLogix Consultant

How to Retire SalesLogix Users that have Subordinate Users

Tweet

 

The SalesLogix Administrator program has a wonderfully cost effective feature for users that are no longer with the firm: Change the user license type to "Retired"!

The Notes History links stay intact (after all, it was that specific user who actually made the phone call or attended the meeting 7 years ago… right?). And retired users don’t cost you a license (or Annual Maintenance fees) - saving your firm the big bucks.

Most of you know that these users need to have Opportunities, Leads, Accounts, Activities, Tickets assigned to someone else, so the ball isn't dropped on managing Customer-centric tasks. This is SOP for any employee transition.

Other administrators have found out that if other users (subordinates) report to this retired user, then SalesLogix slaps you on the wrist and does not let you retire the user. SLX Business Rule: Retired users may not have anyone reporting to them! What’s worse is that subordinate user may actually be retired themselves, and it isn’t readily apparent who reported to this soon to be retired user\manager.

We’ve found that using SQL Queries through Microsoft SQL Server, SQL Query Analyzer, is a fast way to ferret out and correct the situation.

Here are the SQL statements to be run:

-- find a user and whom they report to
-- UserInfo table has the basic data for a specific user
-- their manager is in the UserSecurity table.
SELECT US.*, UI.* FROM sysdba.USERINFO UI
INNER JOIN sysdba.USERSECURITY US ON UI.USERID=US.USERID
WHERE
-- UserSecurity Type field can filter user types if needed
-- US.TYPE = 'R' AND
UI.LASTNAME LIKE 'My%'
ORDER BY DIVISION

Based on the above query we copy the UserID and their ManagerID from the query results.
-- UserID = U6UJ9A00002C
-- ManagerID = U6UJ9A00001U

-- Since we are retiring this user, let’s set the user’s manager to Admin.
-- Set the ManagerID to ADMIN, nice and safe.
UPDATE sysdba.USERSECURITY
SET MANAGERID = 'ADMIN'
WHERE USERID = 'U6UJ9A00002C' and MANAGERID = 'U6UJ9A00001U'

-- Now find user's that report to that user (where the user’s ManagerId = the UserId of this user):

SELECT US.*, UI.* FROM sysdba.USERINFO UI
INNER JOIN sysdba.USERSECURITY US ON UI.USERID=US.USERID
WHERE US.MANAGERID = 'U6UJ9A00002C'
ORDER BY DIVISION
 
-- now update all of these user’s
-- to report to Admin as that manager is going to be retired....
UPDATE sysdba.USERSECURITY
SET MANAGERID = 'ADMIN'
WHERE MANAGERID = 'U6UJ9A00002C'

Et voilà! Mission accomplished. RMB on the user in the SalesLogix Administrator and change user type to "Retired".