PARTNERS - Please join us for our upcoming webinar:
Leveraging Intelligent Recommendations for Operational Transformation.
AMS Partners Click HERE | EMEA/APJ Click HERE

Termination in CRM

aidanryan
New Contributor III
New Contributor III

Hey All,

We are trying to change the user group to terminated and change the enddate to today when we go to disable a CRM account through Saviynt. At the moment, it's only locking the password in CRM. Is there something we have misconfigured? 

aidanryan_0-1687284915509.pngaidanryan_1-1687284919540.pngaidanryan_2-1687284940569.pngaidanryan_3-1687285090878.png

 

6 REPLIES 6

prasannta
Saviynt Employee
Saviynt Employee

Hi @aidanryan 

For SAP connectors, Disable account is only going to lock accountsTERMINATEDUSERGROUP and TERMINATED_USER_ROLE_ACTION work only with Account removal or termination. This is expected product behavior. 

Thanks

 

aidanryan
New Contributor III
New Contributor III

Hey  @prasannta ,

What qualifies as a termination? We termed the user and the user group was not populating.  

Hi @aidanryan 

Termination means when an employee leaves the organization. You should ideally have a user update rule to check if the user's status has become inactive and based on that, users accesses and accounts should be revoked. 

Can you clarify how are you terminating the user in your environment?

Thanks

aidanryan
New Contributor III
New Contributor III

Hey @prasannta

Right now it is only locking the CRM account. We also want it to change the "Valid Through" date to the current date. Currently, it stays at 12/31/9999. Is there something we need to add to the TERMINATED_USER_ROLE_ACTION to make this happen?

rushikeshvartak
All-Star
All-Star

Pass user group in disable account json


Regards,
Rushikesh Vartak
If this helped you move forward, click 'Kudos'. If it solved your query, select 'Accept As Solution'.

Hey  Rushikesh,

What qualifies as a termination? We termed the user and the user group was not populating.