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License Removal - Demote to Basic


Malcolm
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I have two Full Users who I am trying to remove licenses from.

Though I get the following error messages and the process fails:

  • Cant remove license, because user has tasks assigned
  • Cant remove license, because user owns documents

Problem is I've been through both accounts and I am unable to find any tasks or documents linked to either user.

 

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Not sure how to get around the document issue hopefully @Alberto M tips helps, but I have come across the tasks error(annoying).

1) Make yourself manager of the users

image.thumb.png.cf5ac71e1926fb34ed58d87e82ac40aa.png

2) Go to My Activities.

image.thumb.png.ffdf0c8312005926730fe9a058d37b58.png

 

3) Select the User (with the outstanding tasks) and locate them (to complete/reassign).

image.png.e293ef0556a67190b11333840e8d5424.png

 

 

 

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Hi @Malcolm,

 the following wiki page describes how to identify whether a user owns Documents or Libraries and to change ownership: https://wiki.hornbill.com/index.php?title=Change_Ownership .

With regards to identifying which tasks a user is assigned, what @nasimgsuggests is a good idea. As the users manager you are able to see the tasks currently assigned to that user via the "My Activities" interface.

However, only the task owner or task assignee are able to complete or edit a task (the specific detail on tasks is available here: https://wiki.hornbill.com/index.php?title=Activities )

There is a very useful Service Manager feature enabled by the setting app.experimental.advancedRequestTaskCompleter 

The advanced task completer feature extends the concepts of Team membership and Service supporting teams enjoyed by requests, to tasks. It should be noted that this only applies to tasks that are associated to requests. Detail can be found here: https://wiki.hornbill.com/index.php?title=Service_Manager_Experimental_Features

I hope that helps.
Dan

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