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.
- If the user is a manager, update their team members with their new manager.
- Use the QMS Team Management tool to reassign any open QMS records.
- After the user has been inactivated, run the Documents with Inactive Owners report to find documents with an inactive owner. Then assign new document owners to those documents.