Offboard a User

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.

• If the user is assigned any tasks, ensure those tasks are reassigned to another active user before the departing user leaves.

• Set the user as Inactive.

Reports

The following PromoMats Reports will smooth the transition when offboarding a user.

• Owner Report allows you to find all documents by a specific user.

• Open Tasks by User allows you to find all tasks open by a specific user.