3.6. Offboarding

Please note: the functionality to deactivate users is available from the Natterbox package v1.250, see How to Upgrade for more info.

Natterbox has the ability to deactivate a user. This process involves the following:

1. Removing the user from any groups they belong to
2. Removing their Natterbox Availability Profile (if they have one)
3. Removing any Natterbox licences the user has
4. Setting the Natterbox user's Active checkbox to false

It is advised to remove any associated numbers and/or SIP devices for the user before deactivating them. 

Please note: to be able to deactivate a user, the Salesforce User (on which the Natterbox User is based) must be active for the offboarding process to work. 

In the otherwords, offboard the Natterbox User first then the Salesforce User. 

This functionality can be accessed in two areas:

1.  From the Natterbox Users tab, you can press 'Deactivate' next to the user you wish to deactivate.
   
   
   
2. From the Natterbox User's page, you can press the 'Deactivate' button at the top of the page.

Bulk Deactivation

It's also possible to deactivate multiple users at once, all you need to do is click on Deactivate Users from the Natterbox Users tab.

From here you can then search for all the users you wish to deactivate, then you just tick the boxes next to each of the users and hit Submit Request to trigger the bulk deactivation process.

Please note: we recommend deactivating a User rather than deleting them. You can delete them but please be aware that then that Username will no longer appear in historical reports.