Question on deactivating a user

Hi Siebel Gurus,
I would like to know what should be the correct way of deactivating a user. Should I set the Role to INACTIVE first before setting the Status to Inactive? Also, after setting the Status to Inactive, can I still see the records owned by that particular user?
Thanks,
Teena

Teena,
You should only need to make the user inactive so they can't log in any more, although I have seen a customer make a role of INACTIVE with everything unticked as well.
There is a good Blog on what to do if forecasting is involved on the CRM OnDemand Learning blog.
http://blogs.oracle.com/crmodtraining/2008/11/when_an_employee_leaves_1.html
You will still have visibility of their records unless you have set specific visibility so if you are not the owner of a record you won't be able to see it, and you'd know if that was the case as you wouldn't be able to see their records when they were active either.
regards
Alex

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