If you need to remove any TaskRay license assignments from users, follow the steps below. Once a license is removed from a user, that user will no longer have access to TaskRay.
Along with removing a license, it is also recommended to remove any TaskRay permission set assignments and reassign open work to other active team members.
Remove License [Admin]
- From Setup, navigate to Installed Packages.
- Click on TaskRay.
- Click on Manage Licenses.
- Locate the user that you want to remove a license from and click Remove next to his or her name.
- In the confirmation dialog, click OK to confirm.
Tip
If you would like to remove licenses for multiple users at once, you can do so by clicking on the Remove Multiple Users button.
Remove Permission Set [Admin]
- From Setup, navigate to Users | Permission Sets.
- Click on TaskRay - Standard Access.
- Click on Manage Assignments.
- Using the checkboxes, select the users from which you want to remove the permission set.
- Click Remove Assignments.
- In the confirmation dialog, click OK to confirm.
Reassign Open Work
As the user whose license was revoked loses access to TaskRay, it is recommended to remove them from project teams and reassign their open work to other active TaskRay users. This will ensure that all open work is accounted for after they lose access to TaskRay and TaskRay data.
For more information, see the article on bulk removing team members from projects.