A System Administrator at a wealth management firm needs to immediately revoke login access for a departing Senior Portfolio Manager. Upon attempting to deactivate the user record, the administrator receives an error stating the operation cannot be completed because the user is designated as the Default Workflow User in Process Automation Settings and serves as the default owner for incoming lead ingestion queues.
Which two statements accurately describe how the administrator should manage this situation to satisfy both security and system administration requirements? (Choose 2 answers)
- Freeze the user account immediately to block login access without requiring immediate reassignment of the system administration dependencies.Answer
- Reassign the Default Workflow User setting and default lead queue ownership to an active user prior to deactivating the user record.Answer
- CFreeze the user account to immediately release the assigned user license so it can be reallocated to a new team member.
- DDeactivate the user account immediately, which automatically transfers all existing record ownership and queue responsibilities to the user's manager.
Answer
The administrator should freeze the user account immediately to block login access without requiring system dependency updates, and reassign the Default Workflow User setting and default lead queue ownership to an active user prior to deactivating the user record.
Freezing a user account immediately revokes login access without breaking or requiring the immediate reconfiguration of system-level dependencies such as the Default Workflow User or default queue ownership. However, freezing does not release the user license. To permanently deactivate the account and free up the user license, the administrator must first reassign those system dependencies to another active user.
Step-by-Step Solution
Key Concept
User Activation, Deactivation, and Freezing