This article provides a step-by-step guide for administrators to delete a supervisor user from the system. The process ensures that all responsibilities such as patients, appointments, and tasks are reassigned before removal to avoid any workflow disruptions.
You'll also understand the system impact of this action, including how access is revoked and how the supervisor’s historical activity remains preserved in reports and audit logs. Following this guide helps maintain data integrity and ensures a smooth transition without affecting system functionality.
Steps to Delete a Supervisor User
Step 1: Log in to the Application
Authenticate using your admin credentials to gain access to system settings and user management tools.
Step 2: Access System Settings
From the dashboard or main navigation menu, go to Settings.
Step 3: Navigate to Manage User
Click Manage User to access the list of all user accounts.
Step 4: Locate the Supervisor
Click Search to load the full user list.
Identify the supervisor account you intend to delete.
Step 5: Verify User Role
Click the Edit icon next to the user’s name.
Ensure their role is set to Supervisor before proceeding.
Step 6: Reassign Patients and Tasks (Critical)
Before deletion, use internal tools or workflows to reassign all:
- Patients
- Scheduled tasks
- Appointments
This step is mandatory to maintain operational consistency.
Step 7: Delete the Supervisor Account
Once all responsibilities are reassigned:
- Click Delete
- Confirm the deletion when prompted
The user will be removed, and their account will no longer be accessible.
0 Comments