Directors of insights: deactivate linked users when contacts close
Directors of insights: deactivate linked users when contacts close
Directors of insights see closed contacts leave linked users active, risking volunteer access and donor errors. The workflow deactivates linked users when contacts close, preventing manual cleanup.
Overview
Directors of insights risk orphaned volunteer access and donor communication errors when closed contacts don't remove user access. This workflow ensures linked user accounts are deactivated when contacts close, preventing manual cleanup and strengthening audit trails for operations.
Notable Features
- Detect closed contact status changes
- Deactivate linked user accounts immediately
- Log deactivations for audit trail