Step 1: Verify Users with NO ACCESS / Disabled Status
Navigate to Settings → User Management → Users
Search for user (e.g., 'paras')
Observe user roles and statuses
💡 Expected Result: Users with NO ACCESS and Disabled status are visible (baseline validation).
Step 2: Validate Dropdown Filtering in Leads Module
Navigate to Leads module
Open any dropdown (e.g., Assigned To)
Check available user list
💡 Expected Result: NO ACCESS and Disabled users should appear in dropdown.
Step 3: Validate Filtering in List Conditions
Go to Lists → Edit List
Add condition → Assigned To
Search for restricted user (e.g., 'paras')
💡 Expected Result: NO ACCESS and Disabled users should appear in dropdown.
Step 4: Validate Create Lead Assigned To Field
Go to Leads → Add New Lead 10. Click Assigned To dropdown 11. Search for restricted user
💡 Expected Result: Restricted users are not selectable.
Step 5: Validate Existing Record Edit Behavior
Navigate to an existing Lead record
Click on Edit
Go to the Assigned To field
Search for a user having NO ACCESS or Disabled Reps status (example: “paras”)
💡 Expected Result:
Users with NO ACCESS and Disabled Reps status should not appear in the dropdown while editing an existing record.
Only active and accessible users should be available for selection.
If searched, the system should display “No matches found” for restricted users.
Step 6: Validate Report Filters
Navigate to Reports → Create/Edit Report
Go to Filters section
Select Assigned To field
Search restricted user
💡 Expected Result: NO ACCESS and Disabled users should appear in dropdown.
Step 7: Validate Workflow Conditions
Go to Automation → Workflows
Create/Edit workflow
Add condition → Assigned To
Search restricted user
💡 Expected Result: NO ACCESS and Disabled users should appear in dropdown.
Step 8: Validate Smart Notifications
Navigate to Module Management → Smart Notifications
Add/Edit condition → Assigned To
Search users
💡 Expected Result: NO ACCESS and Disabled users should appear in dropdown.