Discussion: How do you determine when a user should be deactivated?

[ccbug_admin]

This thread is for discussing when one should deactivate users in CCB.

Should one ever deactivate a user?

If so, how does one determine that a user is no longer active within the church?

[abrown]

It all depends on the respective church's bylaws, etc. For instance, obviously death, removal of membership or move of member should and would make you inactive. There could also be a period of 6 to 12 months of inactivity. Our church currently bases inactive status on inactivity of 6 months to help keep membership records current.

[ccbug_admin]

Thanks! This is helpful. Question: Do only members get CCB accounts? Or can regular attenders get them? If so, do you use the same 6 mo. of inactivity rule?

[abrown]

No, anyone can register, but if there is no activity after 6 months (i.e., attendance, events, registration, giving, etc.) then the profile is set to inactive. We also perform a check for active and inactive profiles with same data or same name.

[ccbug_admin]

Got it! So what about communications - e.g., invites to participate in the Christmas or Easter service? Do you use a system separate from CCB to manage who receives these or do you not sed out communications once an individual is inactive?

[abrown]

No, we use CCB and have a list of categories/steps to follow when sending mass communications.