Offboard a User

Last updated: May 13, 2026

When a user leaves your organization, follow this checklist to ensure a smooth transition.

  • If the user leaving is a domain admin, they should make a different user a domain admin before they leave.

    Important Sandbox and Production environments are on different domains and are not linked. Make sure you have a Domain Admin in both environments.
  • If the user owns documents, reassign them to an active user in the sharing settings. Use bulk document actions to update multiple files at once.

  • Set the user as Inactive.