How do I delete a user if they are set as a Reviewer, Assigned, Approver, Notification Recipient, Automatic Action Recipient, or 7 Day Incident Notification Recipient?
If someone leaves your organisation, you may wish to delete their user profile from your Assure system.
This can be done by most Admin users.
If you receive the below message, further steps are required before you can delete this user.
There is an easy way to determine which Org Units the User is assigned to as a Reviewer, Assigned, Approver, Notification Recipient, Automatic Action Recipient, or 7 Day Incident Notification Recipient.
Click on Settings -> Organisational Units.
Click the Quick Report button.
This will display a report containing default information for each Org Unit.
Once you have determined which Org Unit the user is assigned to, navigate to Settings > Organisational Units and search from the list.
Click the Menu Cog and select Edit.
Again, click the menu cog next to the user's name and either clear the field or select a new user to take the place.
Click Save & Close.
The Users profile should now delete without issue. If you are still receiving the same error message then this will be because the user is assigned within the User Roles section of the Org Units.
This data does not show on the Org Unit Quick Report. To resolve this issue you will need to manually edit possible Org Units where the user could be assigned.
Go to Settings -> Organisational Units.
Click the cog and Edit for an Org Unit.
Expand the User Roles section. If a User Role has been assigned, it will display here. Click Remove.
Click Save & Close.
With all User Roles deleted, you will then be able to delete the user as normal.