Before they lose access
- Have them move work items from their own work vault into a shared company vault.
- Don’t delete their account yet. Deleting erases anything left in their vault.
Remove access
- Suspend their account.
- List every vault they could open, including through groups.
- Change the passwords for the items in those vaults. If they were an owner or administrator, assume they saw everything they could manage.
- On Business plans, use the usage report to see which items they actually opened and change those first.
Finish
- Delete the account once data is moved and passwords are changed.
- If accounts are created automatically from your identity provider, remove them there first.
- Record which passwords were changed and when.
Menus change. For current click paths, see the official help article.