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Best Practice: Offboarding Company User
Best Practice: Offboarding Company User

When a user leaves your company, we recommend following these steps for transition.

Updated over 8 months ago

1. Logging Off the User Explicitly:

  • Obtain device from the user

  • Log off user from device

2. Resetting Password:

  • Company Admin logs in here: https://user.arcsite.com/

  • Click on Settings --> Account

  • Find user within the list, under Actions, click Reset Password

  • Reset Password

  • If the user still has access to the email used in ArcSite, reach out to ArcSite to have any "Reset Password via email" attempts be re-routed to a different email.

3. Removing Access to Projects:

  • While still in the User Site, navigate to the Projects tab.

  • Once there, find Projects that were shared with user, and remove their access.

  • Click Share and then remove user from that list.

4. Uploading All Drawings:

5. Removing the Account:

  • After all of the above steps are completed, navigate back to the user site.

  • Under Settings and User list, click Actions, then Remove.

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