Deactivating users in Mercury - Leavers guide

NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.

Full step-by-step instructions on how to deactivate users in Mercury

Step A – Deactivate the user and remove security roles

1. In CRM Admin mode, go to Advanced Settings by clicking the cog icon at the top right of the screen:
   
   
   
    

2. Click the arrow next to Settings and then under System select Security:
   
   
   
    

3. Select Business Units:
   
   
   
    

4. Select the Business Unit that the user is currently placed in:
   
   
   
   
    

5. Click onto Users on the left side menu, then using the search bar, find the user you wish to deactivate:
   
   
   
    

6. Select the box next to the user’s name, click on More Actions then click Disable. Select Deactivate in the box that pops up.
    

7. To remove the user security roles, select the box next to the user’s name again, click on More Actions and click Assign Roles. Untick all assigned security roles and click OK:   
   
   

Step B – Remove the user’s access to the environment

1. Go to Office 365 Admin Center > https://admin.microsoft.com/
    

2. Select Users on the left side menu, then select Active Users:
   
   
    

3. Use the small search bar on the right to find the user you are deactivating.
    

4. Select the user’s name and remove their Groups, Licences and Apps:
   
   
   
    

5. Remove the security group by clicking on Manage groups then select the box next to the security group (this can be found on Power Platform) and any other groups which need to be removed - then click Remove:
   
   
   
    

6. Select Licences and apps and untick PowerApps per app baseline access and any other licences which need to be removed, then click Save changes:
   
      

Once all of the above steps have been completed, the user will no longer have access to the Mercury system.