How to Reallocate or Remove a User's Responsibilities in Assurance
Who is this article for?Administrators who want guidance on reallocating or removing a user's responsibilities in Assurance.
Administration Access is required.
You can reallocate a User's responsibilities in Assurance if you are a Full User with Administration Rights, Business Unit Manager, or Super User. Reallocation is essential before retiring a User (making them Inactive).
In this article, you will learn about:
Please note
If the User is already Suspended, you will not be able to reallocate their responsibilities. The User will need to be made Active before you do so. Additionally, if there is any person in a workflow who is a Suspended User, you will not be able to reallocate.
Lite User Conditional Notifications
You cannot replace a Lite User notification with another Lite User on their profile. You will need to do this in the Conditional Notification itself.
1. Reallocating or Removing a User's Responsibilities
1. Navigate to the user's profile via Users in the Administration section (accessed via top right gear wheel). Select their Name.
2. On the Details tab of the account, you will see what responsibilities they are assigned list at the bottom of the page.
3. These responsibilities are expandable by selecting the arrow on the far right, so you can view the details and reallocate as required.
4. Select the very top checkbox to select all responsibilities (on the page) or select individual responsibilities by selecting the checkboxes only next to the responsibilities you wish to reallocate.
5. Select the Replace or Remove button, above the checkboxes.
Please note
Be sure to only Remove if there will be at least one person remaining as person responsible by completing this action. You will need to Replace if by removing the Responsible Person, there will be no one else remaining as Person Responsible.
6. If Replacing Person Responsible, a pop-up window will appear. Anyone with the ability to complete the task (e.g. can only be a Full User for any Registers/Forms/Reports) will appear when selecting the white space in the With field. Select your chosen replacement person and select Save to finalise the update.
7. You will also get a confirmation if you Remove the Person Responsible. Select Confirm to finalise the update.
Please note
If there is more than one page (such as in this example where there are 31 results but only 25 displayed on each page) you will need to select the remaining responsibilities on the next page and reallocate those as well.