{"id":20496,"date":"2019-11-12T09:53:53","date_gmt":"2019-11-12T08:53:53","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20496"},"modified":"2025-11-18T09:41:17","modified_gmt":"2025-11-18T08:41:17","slug":"un-coleg-va-parasi-compania","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/un-coleg-va-parasi-compania\/","title":{"rendered":"Ce trebuie s\u0103 fac dac\u0103 un coleg va p\u0103r\u0103si compania?"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Preluarea portofoliului de c\u0103tre un coleg nou<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Preluarea portofoliului de c\u0103tre un coleg existent<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Blocarea temporar\u0103 a unui utilizator<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Anonimizarea utilizatorilor dezactiva\u021bi<\/a><\/li>\n<\/ul>\n<div><\/div>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru a activa, dezactiva sau ad\u0103uga utilizatori ai nevoie de drepturi de administrator.<\/div>\n<p style=\"text-align: justify;\">Atunci c\u00e2nd un coleg pleac\u0103 pot exista dou\u0103 moduri de \u00eenlocuire a lui \u00een sistem:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Un coleg\u00a0<strong>nou<\/strong> va prelua clien\u021bii \u0219i sarcinile celui care pleac\u0103<\/li>\n<li>Un coleg\u00a0<strong>existent<\/strong> va prelua clien\u021bii \u0219i sarcinile celui care pleac\u0103.<\/li>\n<\/ul>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Preluarea portofoliului de c\u0103tre un coleg nou<\/h3>\n<h4 style=\"text-align: justify;\">1.) Mergi la set\u0103rile sistemului<\/h4>\n<h4 style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53418 size-medium\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.52.16-161x300.png\" alt=\"\" width=\"161\" height=\"300\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.52.16-161x300.png 161w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.52.16.png 394w\" sizes=\"auto, (max-width: 161px) 100vw, 161px\" \/><\/h4>\n<h4 style=\"text-align: justify;\">2.) Click pe <em>Utilizator nou<\/em> \u0219i completeaz\u0103 prenumele, numele \u0219i adresa de email a noului coleg \u0219i apas\u0103\u00a0<em>Adaug\u0103<\/em><\/h4>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53421 size-large\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.54.41-1024x594.png\" alt=\"\" width=\"1024\" height=\"594\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.54.41-1024x594.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.54.41-300x174.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.54.41-768x445.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.54.41-1536x890.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Captura-de-ecran-din-2024-08-08-la-13.54.41-2048x1187.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00cen func\u021bie de num\u0103rul de utlizatori \u00eenregistra\u021bi \u00een sistem vei fi notificat de faptul c\u0103 ai dep\u0103\u0219it num\u0103rul de utilizatori inclu\u0219i \u00een abonament.<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Plata abonamentului se face\u00a0<strong><span style=\"text-decoration: underline;\">doar<\/span>\u00a0<\/strong>pentru utilizatorii activi, pentru cei inactivi nu pl\u0103te\u0219ti nimic.<\/div>\n<h4 style=\"text-align: justify;\">3.) Dezactivarea vechiului utilizator<\/h4>\n<div class=\"alert alert-info alert-info\">\u00cen cazul in care dezactivezi un cont de utilizator suplimentar (peste num\u0103rul de utilizatori inclu\u0219i \u00een abonament) \u0219i dore\u0219ti returnarea valorii aferente perioadei neutilizate, te rug\u0103m s\u0103 ne scrii un e-mail la <a title=\"mailto:suport@minicrm.ro\" href=\"mailto:suport@minicrm.ro\" target=\"_blank\" rel=\"noopener noreferrer\">suport@minicrm.ro<\/a>. Perioada neutilizat\u0103 se va calcula \u00eencep\u00e2nd cu ziua \u00een care am primit solicitarea \u0219i p\u00e2n\u0103 la finalul perioadei achitate.<\/div>\n<p style=\"text-align: justify;\">Din lista de utilizatori selecteaz\u0103-l pe cel pe care dore\u0219ti s\u0103 \u00eel dezactivezi \u0219i d\u0103 click pe el pentru a-l deschide. Apoi, click pe\u00a0<em>Dezactiveaz\u0103<\/em>.<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">\u00cen sistem nu exist\u0103 op\u021biunea de a \u0219terge complet un utilizator pentru c\u0103 numele datele lui sunt deja \u00eenregistrate \u00een sistem \u0219i sunt afi\u0219ate \u00een istoricul cardurilor, al companiilor, etc.<\/div>\n<p style=\"text-align: justify;\">Dup\u0103 ce ape\u0219i pe\u00a0<em>Dezactiveaz\u0103,\u00a0<\/em>sistemul \u00ee\u021bi cere \u00een mod automat s\u0103 selectezi unul din utilizatorii activi care s\u0103 preia portofoliul vechiului coleg (carduri \u0219i sarcini). Selecteaz\u0103 a\u0219adar un alt coleg \u0219i apas\u0103 pe\u00a0<em>Dezactiveaz\u0103<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58878 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM.png\" alt=\"\" width=\"2034\" height=\"1072\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM.png 2034w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM-300x158.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM-1024x540.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM-768x405.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.26.20\u202fAM-1536x810.png 1536w\" sizes=\"auto, (max-width: 2034px) 100vw, 2034px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dac\u0103 utilizatorul pe care \u00eencerci s\u0103 \u00eel dezactivezi este setat ca \u0219i criteriu \u00eentr-un filtru care declan\u0219eaz\u0103 o automatizare, sistemul va genera un mesaj de eroare ca \u00een imaginea de mai jos.<\/p>\n<p style=\"text-align: justify;\">Pentru a trata aceast\u0103 eroare d\u0103 click pe numele filtrului \u0219i schimb\u0103 condi\u021biile filtrului, apoi d\u0103 un refresh \u00een pagina \u0219i \u00eencearc\u0103 din nou s\u0103 dezactivezi utilizatorul.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58879 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM.png\" alt=\"\" width=\"1791\" height=\"923\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM.png 1791w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM-300x155.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM-1024x528.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM-768x396.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.29.23\u202fAM-1536x792.png 1536w\" sizes=\"auto, (max-width: 1791px) 100vw, 1791px\" \/><\/a><\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Preluarea portofoliului de c\u0103tre un coleg existent<\/h3>\n<p style=\"text-align: justify;\">Pentru aceast\u0103 situa\u021bie se respect\u0103 pa\u0219ii de mai sus cu men\u021biunea c\u0103 nu mai este necesar\u0103 crearea unui nou utilizator care s\u0103 preia portofoliul ci se porne\u0219te direct de la pasul 3 &#8211; Dezactivarea utilizatorului.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/1x-_8zitDhE\" width=\"670\" height=\"365\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Blocarea temporar\u0103 a unui utilizator<\/h3>\n<p>Prin blocarea temporar\u0103 a unui utilizator po\u021bi restric\u021biona accesul acestuia la sistemul MiniCRM f\u0103r\u0103 a fi nevoie s\u0103 transferi cardurile sau sarcinile acestuia c\u0103tre un alt utilizator. Aceast\u0103 fun\u021bie este util\u0103 atunci c\u00e2nd un coleg p\u0103r\u0103se\u0219te compania, dar nu exist\u0103 \u00eenc\u0103 un \u00eenlocuitor pentru acesta.<\/p>\n<p>Pentru a bloca un utilizator trebuie s\u0103 deschizi cardul acestuia \u0219i l\u00e2ng\u0103 butonul de dezactivare vei vedea o s\u0103geat\u0103 de unde po\u021bi selecta blocarea.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58883\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM.png\" alt=\"\" width=\"2040\" height=\"1078\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM.png 2040w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM-300x159.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM-1024x541.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM-768x406.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.51.56\u202fAM-1536x812.png 1536w\" sizes=\"auto, (max-width: 2040px) 100vw, 2040px\" \/><\/a><\/p>\n<p>Dup\u0103 confirmarea ac\u021biunii, contul r\u0103m\u00e2ne activ, dar nu se va mai putea accesa deloc p\u00e2n\u0103 la deblocare.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58884\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM.png\" alt=\"\" width=\"2041\" height=\"1068\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM.png 2041w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM-300x157.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM-1024x536.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM-768x402.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.52.27\u202fAM-1536x804.png 1536w\" sizes=\"auto, (max-width: 2041px) 100vw, 2041px\" \/><\/a><\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Anonimizarea utilizatorilor dezactiva\u021bi<\/h3>\n<p>Dup\u0103 dezactivarea unui utilizator, datele acestuia r\u0103m\u00e2n \u00een sistem pentru a asigura structura bazei de date. Dac\u0103 totu\u0219i vrei s\u0103 \u201d\u0219tergi\u201d datele persoanei po\u021bi anonimiza utilizatorul, astfel se va \u0219terge numele, num\u0103rul de telefon \u0219i adresa de email a contului.<\/p>\n<p>Pentru aceast\u0103 ac\u021biune trebuie s\u0103 accesezi cardului unui utilizator dezactivat \u0219i s\u0103 ape\u0219i pe butonul \u201dAnonimizare\u201d din col\u021bul din dreapta sus.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58885\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM.png\" alt=\"\" width=\"2040\" height=\"1068\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM.png 2040w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM-300x157.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM-1024x536.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM-768x402.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-04-03-at-11.59.03\u202fAM-1536x804.png 1536w\" sizes=\"auto, (max-width: 2040px) 100vw, 2040px\" \/><\/a><\/p>\n<p>Dup\u0103 confirmarea ac\u021biunii \u00een locul numelui \u0219i a prenumelui va ap\u0103rea c\u00e2te o liniu\u021b\u0103.<\/p>\n<div class=\"alert alert-info\">Numele utilizatorului va fi schimbat peste tot in sistem, a\u0219adar \u0219i \u00een istoric vor ap\u0103rea aceste liniu\u021be.<\/div>\n<div>Dac\u0103 exist\u0103 deja mai mul\u021bi utilizatori dezactiva\u021bi \u0219i anonimiza\u021bi, dar dore\u0219ti totu\u0219i s\u0103 faci diferen\u021ba dintre ace\u0219tia, po\u021bi seta o identificare intern\u0103 pentru ace\u0219tia astfel \u00eenc\u00e2t s\u0103 se respecte \u0219i prevederile GDPR.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Preluarea portofoliului de c\u0103tre un coleg nou Preluarea portofoliului de c\u0103tre un coleg existent Blocarea temporar\u0103 a unui utilizator Anonimizarea utilizatorilor dezactiva\u021bi Pentru a activa, dezactiva sau ad\u0103uga utilizatori ai nevoie de drepturi de administrator. Atunci c\u00e2nd un coleg pleac\u0103 pot exista dou\u0103 moduri de \u00eenlocuire a lui \u00een sistem: Un coleg\u00a0nou va prelua [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2513,2507],"tags":[1317],"class_list":["post-20496","post","type-post","status-publish","format-standard","hentry","category-administrarea-utilizatorilor","category-setari-si-administrare","tag-user-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Ce trebuie s\u0103 fac dac\u0103 un coleg va p\u0103r\u0103si compania? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat Preluarea portofoliului de c\u0103tre un coleg nou Preluarea portofoliului de c\u0103tre un coleg existent Blocarea temporar\u0103 a unui utilizator Anonimizarea\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/un-coleg-va-parasi-compania\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ce trebuie s\u0103 fac dac\u0103 un coleg va p\u0103r\u0103si compania? 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