From the Setup tab → Users, the System Admin can edit, replicate or deactivate an existing organisation-level user. (To add new users, see 2.5.3.)
Click the Edit button on the user to change their details, then save.
Click the 3-dot button on the user → Replicate.
Replicate copies that user's setup into another project. You'll be asked to select the project; digiQC then copies, as per the user's rights, their assigned checklists, approver assignment, and assigned RFI into the selected project.
It's a fast way to give someone the same setup across projects.
Click the 3-dot button on the user → Deactivate.
If the user is the only approver on a checklist, you'll first be asked to replace them with another approver. Once every checklist has a replacement, the user can be deactivated.
What does "Replicate" do? It copies a user's setup into another project you select — their assigned checklists, approver assignment, and assigned RFI (as per their rights) — so you don't have to set them up again.
What happens if I deactivate the only approver on a checklist? You'll be asked to replace them with another approver first. Once every checklist they solely approve has a replacement, the user can be deactivated — so approvals never break.
Edit button edits details; the 3-dot button offers Replicate (copy checklists/approver/RFI into another project) and Deactivate.
A sole-approver user can only be deactivated after their approvals are reassigned.
2.5.3 How to add organisation-level users (manually or by CSV import)
2.5.2 The Setup tab — overview
2.5.19 How to add or edit a project user
