This article explains how to delete an Assure user account when that user is currently assigned as a default Reviewer, Assigned, Approver, Notification Recipient, Automatic Action Recipient, or 7-Day Incident Notification Recipient across one or more Organisational Units (Org Units), the hierarchical nodes within Assure that group and categorise records by location, department, or area, or at the Master level (the system-wide default that applies across all Org Units).
Assure blocks deletion of the user account until all of those default role assignments have been removed or replaced. The user's profile provides a consolidated view of every Org Unit where the user holds one of these default assignments, making it straightforward to identify and remove them before deletion.
Prerequisites
| You have the Manage Users Supervisor Privilege. |
| You have the Manage Org Units and Groups Supervisor Privilege (required to edit Org Unit defaults). |
| You have the Manage System Settings Supervisor Privilege (required if the user is set as a Master-level default or as the 7-Day Incident Notification Recipient). |
Why the Error Occurs
Role Definitions
| Role | Description |
|---|---|
| Assigned | The default user to whom module records within an Org Unit are assigned. |
| Approver | The default user eligible to approve module records within an Org Unit. |
| Reviewer | The default user eligible to review module records within an Org Unit. |
| Notification Recipient | The default user who receives workflow notification emails for records within an Org Unit. |
| Automatic Action Recipient | The default user to whom automatically generated actions are assigned within an Org Unit. |
| 7-Day Incident Notification Recipient | A system-level setting -- the user who receives a notification email seven days after an Incident record is created, if that feature is enabled in System Settings. |
Removing Org Unit-Level Default Assignments
Step 1: Locate the User Profile
Navigate to Settings > Organisational Configuration > Users.
Locate the user you need to delete. Use the search bar to quicker locate a specific user if needed.
Select the cog icon next to the user and choose Edit to open the user profile.
Step 2: Review the Org Unit Assignments Table
Step 3: Remove the User from Each Org Unit Default
Note the Org Unit Name and which default roles the user is set in.
Select Remove against the relevant row to remove the user's default assignment from that Org Unit.
Assure will prompt you to confirm the removal. If the Org Unit requires a replacement default, assign an alternative user before saving.
Select Save to apply the changes.
Removing Master-Level and 7-Day Incident Notification Assignments
Navigate to Settings > System Configuration > System Settings.
Review the master-level default fields:
- Master Assigned
- Master Approver
- Master Reviewer
- Master Notification Recipient
- Master Automatic Action Recipient
- 7-Day Incident Notification Recipient
For any field where the user to be deleted is selected, replace the user with an alternative active user account.
Select Save to apply the changes.
| Note: The 7-Day Incident Notification Recipient field is only active when the Enable 7-Day Incident Notifications toggle is switched on. |
Deleting the User
Navigate to Settings > Organisational Configuration > Users.
Locate the user.
Select the cog icon and choose Delete.
Confirm the deletion when prompted.
AI Metadata
- Product Area: Assure - Organisational Configuration, User Management
- User Role: System Administrator (requires the Manage Users Supervisor Privilege)
- Tags: delete user, remove user, reviewer, approver, notification recipient, automatic action recipient, 7-day incident notification, org unit defaults, user profile, user management, organisational configuration
- Version/Region: All Assure versions; all regions
- Important synonyms: remove user, user deletion, default reviewer, default approver, default notification recipient, org unit roles, system defaults, master defaults, 7 day incident, unable to delete user
- Suggested embedding keywords: delete Assure user reviewer, delete Assure user approver, delete Assure user notification recipient, remove org unit default user, 7 day incident notification recipient Assure, cannot delete user Assure, error deleting user Assure
- Relevant modules and cross-module implications: This article applies to Assure - Organisational Configuration and System Configuration (System Settings). It has cross-module implications for all modules in which the user is set as a default Reviewer, Approver, Notification Recipient, Automatic Action Recipient, or Assignee at either Org Unit level or Master (system-wide) level. The 7-Day Incident Notification Recipient is configured specifically within System Settings and is linked to the Incident module.