User Awaiting Revision Support Guide
In the My Events Channel homepage you will see the above where there are users wanting to be deactivated.
This is where we will see the list of users have the ability to deactivate/delete themselves from the database.
They can do this by clicking on “Your Profile” > “Your Account” and then clicking “Delete my Account” once they are logged in on their MEC page. This deactivates them from the system and will show in the MEC Dashboard in a queue for you to action.
You will need to click on the green ‘View’ button which will bring up their user page for the listing they were attached to.
Once their user page is open you will need to open their Endeavour user page in a new tab.
Then you will need to check if there are still users on the listing. If there are users still attached then you can continue but if there are no users attached and the venue is not retired then you will need to go online to try and find one and if you can’t then you would have to contact the venue to get new user details.
You will then need to return to the MEC page and see the reason for the user awaiting revision for the deactivation.
There will be one of 5 reasons for why they are there wanting to be deactivated which are listed below.
User is a Decision maker
You will first need to check if there is a current decision maker on the venue
If there is another current decision maker then you can go to the users endeavour page
If there is no current decision maker then make the super admin decision maker. If there is no Super Admin then make the sub contact the decision maker.
Now you need to check the history of the user to make sure there is nothing outstanding. This could be outstanding emails or waiting on a response
If there is anything outstanding then you need to go to the account tab and convert the user into a CRM contact. If nothing is outstanding then you can anonymise the account under the accounts tab.
User is a Sub contact
You will first need to check if there is a current Sub contact on the venue
If there is no current sub contact then make the super admin sub contact but if it is a basic listing then there is no need to have one selected
If there is a current sub contact then you can go to the users endeavour page
Now you need to check the history of the user to make sure there is nothing outstanding. This could be outstanding emails or waiting on a response
If there is anything outstanding then you need to go to the account tab and convert the user into a CRM contact. If nothing is outstanding then you can anonymise the account under the accounts tab.
User is the only active user associated with the venue
You will first need to check if there is a current user/s on the venue
If there are no current users on the venue and the listing isn't retired then you will need to contact the venue to find a new user.
If there are user/s that are either verified or awaiting verification then you can go to the users endeavour page
If the only user remaining is awaiting verification then send the verification email again.
Now you need to check the history of the user to make sure there is nothing outstanding. This could be outstanding emails or waiting on a response
If there is anything outstanding then you need to go to the account tab and convert the user into a CRM contact. If nothing is outstanding then you can anonymise the account under the accounts tab.
User had CRM history within the past 2 years or still has some open activities
You will need to go straight to the endeavour user page and go to the history tab
Now you need to check the history of the user to make sure there is nothing outstanding. This could be outstanding emails or waiting on a response
If there is anything outstanding then you need to go to the account tab and convert the user into a CRM contact. If nothing is outstanding then you can anonymise the account under the accounts tab.
User is a VGM/Super Admin contact
You will need to go straight to the endeavour user page and go to the history tab
Now you need to check the history of the user to make sure there is nothing outstanding. This could be outstanding emails or waiting on a response
If there is anything outstanding then you need to go to the account tab and convert the user into a CRM contact. If nothing is outstanding then you can anonymise the account under the accounts tab.
Once the user is now either anonymised or is a crm contact you can close down the endeavour and MEC user tabs and return to the MEC dashboard.
You will then need to click action on the user you have just anonymised/made a crm contact which will bring up a pop up box.
In the pop up box there will be a blue button called ‘Mark as Reviewed’.
Once you click on this button it will mark the deactivation user as complete and it will disappear from the list.