Summary
This article walks you through how to assign a default user.
Use Case
At Classics Inc., a legal operations manager wants to make sure workflows are reassigned to the right person if a user leaves the company or becomes unavailable. The admin goes to Company Settings > Users and Groups > Groups, opens the Administrator group, and designates a team member as the default user. This gives Classics Inc. a clear fallback owner for urgent issues and helps ensure in-progress workflows can still be reassigned when needed.
Permissions
| Features | Company Settings |
| Permissions | Admin role OR Users & Groups Administration = Yes |
Assign a Default User
We highly recommend that everyone assigns a default user within their Ironclad instance. The default user is the user that Ironclad will default to if there is ever a crisis or urgent problem that needs resolved. If you do not designate a default user, we will continue to use the first user created in your Ironclad instance.
Historically, if a user left your company, you had to reach out to Ironclad for them to manually reassign the previous employee's in progress workflows to the default user. With this functionality, workflows are automatically reassigned to your default user if a someone is removed from Ironclad via SCIM.
- Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click on the Administrator group.
- Locate the user you want to make the default user. Click the three dots located in the same row, and then click Make default user.
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