Rather than deleting user records from Accountable, we archive them instead
Offboarding a User
Offboarding a user is a term for when someone stops working for your Organization and needs their Accountable access terminated. Rather than deleting these records, which we may need in the future, we archive user records in a process called 'Offboarding'.
The process of offboarding
Archiving an Accountable user is a simple process. Just follow these few steps!
1. Navigate to ‘People’
2. Select the Employee’s Name via the Checkbox
3. Click the ‘Offboard’ Button in the Upper-Right Corner
** Pro Tip ** What can be tricky at times is the fact that the button for 'Offboard' does not appear until a user is selected.
If you do not see the blue 'Offboard' button, please ensure you have selected the check box for the employees you wish to archive/offboard.
📚Accountable Knowledge Base Home Page
✅ Check out more Accountable Tips and Tricks articles, like this one on the Audit Log
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