User Management Setting Partner Organization Authors

How to set remove/update/set the Partner Lead Author for a Partner Collection after page creation

After attempting to remove a Partner Lead from a Partner Collection, you may encounter an error where the Partner Lead is not successfully removed. This happens if the Partner User is attributed as the author of a Partner collection.

Note: the author of a given Partner Organization page is indicated at the very bottom of the view page.

To disassociate a Partner Lead set as an Author:

1. Open "Edit" Partner Collection page tab

2. Scroll to bottom tool bar

3. Open the Authoring Information tab of the bottom tool bar

4. Remove the value in the "Authored by" field.

   a. If there is a partner user listed here it will prevent removal of the user from the partner collection as a system safeguard.

   b. By removing the partner user value one can now truly remove a partner lead from the Partner Collection group.

   c. Do not set a new partner user value. This will prevent this issue in the future.

5. Save the completed form.

6. Once this is done, use the normal process of removing a user:

   a. Click on Group → People

   b. Click box next to Username → Edit

   c. Set Status to Pending

   d. Unclick Partner Lead box

   e. Update membership

   f. From the Group page click box next to Username

   g. Under Operations menu → select Remove from Group

   h. Execute → Click Confirm

7. If this does not work, i.e. partner user is not present in group and still appears as a point of contact on Partner Collection page, try the following:

   a. Navigate to People

   b. Locate the partner user's account via search or browsing

   c. Edit the partner user

   -   Set **Status** to "Blocked"
   
   -   Uncheck "Partner" under **Roles**
   
   -   Remove relevant values from **Group Membership**
   
   -   Save the record
   

   d. Check the Partner Collection page, this user should not appear any longer