Review access when a colleague leaves
Remove access through the authorized account workflow and reassign outstanding work so customer requests remain owned.
Identify responsibilities
Review open conversations, assigned jobs and approval duties held by the colleague. Choose the person who will take over each active responsibility.
Update access and sessions
Use the supported administrator controls to remove or disable access and review relevant sessions. Do not share the departing colleague’s password with a replacement.
Check the handover
Confirm that the new owner can see the required records and that no urgent request remains unassigned. Keep historical work attributed correctly rather than deleting business evidence.