> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Crm user auto deactivation and activation

# CRM User Auto Deactivation and Reactivation

## Overview

A new inactivity control mechanism has been introduced in the CRM to strengthen access governance and reduce risks from dormant user IDs.

If a user does not log in for **45 continuous days**, the system will automatically deactivate the account. The user will be prevented from accessing CRM until the account is manually reactivated by authorized Admin/Ops users after Business Head (BH) approval.

***

## Key Features

### Automatic Inactivity Detection

Users inactive beyond the defined duration are automatically deactivated.

### Login-Based Measurement

Only successful login activity is considered for calculating inactivity.

### Manual & Controlled Reactivation

Reactivation is not automatic and must be performed by Admin/Ops.

### RBAC Enabled

Only authorized roles can see and use the activation option.

***

## User List – Active Status Indicator

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image1.png)

A new **Active Status** column is available in the CRM Users list.

\| Value | Meaning |

\|------|---------|

\| Yes | User account is active and login is allowed |

\| No | User is deactivated due to inactivity |

***

## Auto-Deactivation Rule

If a user **does not log in for 45 continuous days**, the system will:

* Deactivate the account
* Prevent login
* Block access to CRM modules

***

## What Counts as Activity?

The system considers:

✔ Successful login

The following do **not** count:

* Page visits
* Background API activity
* Auto sessions

***

## Login Experience for Deactivated User

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image2.png)

If a user attempts to log in after crossing the inactivity threshold, the following error appears:

**“Account deactivated due to 45 days of inactivity. Please contact Admin.”**

***

## CRM UI Change – Activate User Option

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image3.png)

A new option **Activate User** is available inside the Actions menu.

### Visibility Rules

* Available only for **Admin/Ops** roles
* Shown only when user is **Deactivated (Inactivity)**

***

## How to Reactivate a User

### Step 1 – Receive Approval

BH shares approval manually via official communication (outside CRM).

### Step 2 – Admin Action

Open CRM Users → Actions → **Activate User**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image4.png)

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image5.png)

### Step 3 – Immediate Effect

User status becomes **Active** instantly.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image6.png)

***

## Login After Reactivation

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation/image7.png)

The user can log in normally once activation is completed.

***

## Reactivation Policy

* No automatic or system-driven reactivation exists.
* Approval must be obtained manually from BH.
* Ops/Admin must validate before enabling access.

***

## Important Notes

* This is a compliance and security measure.
* Dormant IDs pose operational risks.
* Access restoration without approval is not allowed.

***

## Summary of Benefits

* Improves access governance.
* Reduces risk from unused accounts.
* Ensures approval-driven control.
* Provides immediate recovery after validation.

***

**Prepared By:**  Ahtesham Ahmad