Staff Leaver

Question

One of our staff members is leaving.

What will happen to her Lucid Charts?

Will they be assigned to Admin (me) when I delete her account

And how can I transfer her work to the next person who takes over her role?

Thanks

Abigail M · Accepted Answer

Hi there, thanks for posting in the community!

You can delete a user from your account and transfer their documents to another user via our transfer/delete function. If the user you are deleting owns any documents, you will be prompted to specify a new owner by entering the new owner’s email address in that window.

If you are deleting users via SCIM, the documents will be transferred to the user specified in your admin panel > app integration > SCIM page.

Micah · Answer

Hi @kotek001, your response as a direct reply to the email notification doesn’t add to this thread, so I’ve copied your response here so @Abigail M can continue helping you. Please note that for your account’s privacy, I’ve not included the screenshot including team member emails.

Thanks
But I cant see "Transfer" , I can only see delete

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