User ID deletion and it's implications

Overview

When a user is removed from your CRM, they should also be removed from SupportLogic to avoid sync or access issues. Follow the steps below to ensure complete removal from all associated components.

1. Remove the User from SupportLogic

You can remove the user through one of the following methods:

Via UI (Manage Users):
Navigate to Settings → Manage Users, search for the user, and delete them.

Via RDB (Recommended for Backend Cleanup):
Follow this guide: https://support.supportlogic.com/a/solutions/articles/73000657018?portalId=73000083556

2. Remove User from Email Recipients

Ensure the user is removed from any email recipient lists.
Instructions to Remove Email Recipients: https://support.supportlogic.com/a/solutions/articles/73000656946?portalId=73000083556

3. Remove from Virtual Assignments

Check and remove the user from the following:
- Virtual Queues
- Virtual Teams and Orgs
- My Engineers List (if the user was added)

4. Clean Up Alerts

Personal Alerts:
Delete any personal alerts created by the user.

Shared Alerts:
If the user created shared alerts, follow this guide to manage or transfer ownership:
https://support.supportlogic.com/a/solutions/articles/73000656632?portalId=73000083556

Final Check

After completing all steps above, confirm that the user no longer appears in any:
- Alerts
- Teams
- Queues
- Email distributions
- User lists (UI and RDB)