Deactivate a user and reassign their tasks

When a user leaves your organization, it is important that you remove their access to Upchain. You or the Autodesk Administrator will most likely have to revoke their license in Autodesk account as well.

When users are deactivated in Upchain, they can no longer access Upchain. Any incomplete tasks assigned to the user may be reassigned to another team member.

Deactivate a user and reassign tasks

1. Open Administration > Users.

2. Click on a user.

   The user's details pane opens.

3. Click Edit.

4. Select Inactive from the Status drop-down list.

   The Reassign active tasks to pop-up opens.

5. Enter at least the first three characters of a team member's name, username, or email to see a list of users to assign all tasks to.

6. Select a user from the drop-down list.

   If the selected user is not a member of the projects where the tasks are located, the selected user will be added to those projects.

7. Click Confirm.

8. Click Reassign to confirm.

9. Click Save in the user's details pane.

The deactivated user's profile photo and personal information are removed from your Upchain tenant, and all unfinished tasks are re-assigned to your chosen team member.

Reassign tasks without deactivating a user

You may reassign tasks for any user. You might do this if the user is away for a period of time and forgot to set their out-of-office notification. You might also do this if the user was assigned a task accidentally.

To reassign a user's tasks:

1. Open Administration > Users.

2. Click on a user.

   The user's details pane opens.

3. Click Reassign tasks.

4. Enter at least the first three characters of a team member's name, username, or email to see a list of users to assign all tasks to.

5. Select a user from the drop-down list.

6. Click Next.

7. In the Reassign tasks window, select each task that you would like to reassign to your chosen user. You may select one, several, or all tasks.

8. Click Next.

   A window opens to confirm the reassignment of selected tasks. If the selected user is not a member of the projects where the tasks are located, the selected user will be added to those projects and given the role the original task assignee has.

9. Click Reassign.

A confirmation shows that tasks have been successfully reassigned.