Skip to main content
Solved

Staff Leaver

  • December 19, 2023
  • 3 replies
  • 43 views

Forum|alt.badge.img

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

 

Best answer by Abigail M

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.

Comments

Abigail M
Forum|alt.badge.img+7
  • Lucid support team
  • Answer
  • December 19, 2023

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
Forum|alt.badge.img+20
  • Lucid community team
  • December 20, 2023

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


Abigail M
Forum|alt.badge.img+7
  • Lucid support team
  • December 20, 2023

Hello, 

Thanks for your response! If this user has documents to transfer, you will be prompted to specify a new owner after clicking ‘delete’.