Automatic check of employee access

Dialogs compares your team with the connected CRM about every 5 minutes. A dismissed or switched-off employee does not need to stay in the cabinet. But a mistake in the CRM must not take work away from everyone at once, so access is not always closed automatically.

When access closes by itself

Access closes automatically for a person the CRM no longer lists, or lists as switched off, in the ordinary case. Their open work goes back to the queue, and they sign out on other devices if they have no other company. Access also closes at once when the CRM reports exactly this one employee.

When the administrator decides

• The first check after connecting a CRM: nobody is closed automatically.
• Many employees disappeared at once: three or more people and at least 30% of the team in one check. This looks like a CRM failure, not dismissals.
• The company owner is never closed automatically. To remove them, hand the company to someone else.
• The place did not come only through the CRM: an invitation or their own sign-in.
• Another connected CRM still lists the person: then only the link to this CRM goes and the place stays.

Until there is a decision, the person keeps access. Dialogs never treats an empty CRM answer as everyone leaving.

What the administrator does

• The owner gets a letter (and a Bitrix24 notification if it is connected): how many people disappeared, without names, and a link to the team page. A reminder repeats daily until it is resolved.
• Open “Settings → Operators”. The block “Decision needed: company access” is visible to the owner and administrators.
• For each person press “Close access” or “Keep access”.
• If an employee appears in the CRM again, they leave the list by themselves.

I got a letter “check employee access”

The CRM stopped listing several people, but their access in Dialogs is kept for now. Open “Settings → Operators” and decide for each: “Close access” or “Keep access”.

Why was nobody closed when many people disappeared at once?

When three people and more than 30% of the team vanish from the CRM at once, it is more often a failure or a settings change than dismissals. So that people do not lose their work, Dialogs closes nothing by itself and asks the administrator to decide.

Can I decide about myself?

No. An administrator cannot close their own access, nor keep it for themselves if the CRM no longer lists them: another administrator or the owner decides about your own place.