How to delete a user and transfer their documents to another user?

You can delete users from your organization using the delete option. While deleting a user, you will be prompted to transfer the deleted user’s files to another user to protect the files. An account admin can delete any user under the organization while the team admin can only delete users under their team.

Deleting a user and transferring their documents to another user

• Open the Users page under the Users & Teams option. You can see the list of users under various teams.
• To delete a user, click the context menu at the end of the user and select the Delete User option.

• Click Delete user and a dialog box opens up to transfer the ownership of documents to another user before deleting the current user.
• Select another user from the To dropdown and click the Confirm button.

• The selected user will receive an email once the documents have been transferred to their account.

• The user will be deleted from the organization, and the ownership of documents will be transferred to the selected user. The in-progress documents will be declined or revoked.

Impact of user deletion on sender identities and approvals

When a user is deleted, any sender identities that granted approval for this user to send documents will also have their approval revoked. To ensure continued access to documents, new approval must be obtained from those sender identities. It is recommended to back up any important documents before proceeding with the deletion.

For example, if an admin named Alex deletes a user, Hank White, from the organization, and Hank had received approval from Luther Cooper to send documents on their behalf, the following occurs:

• All documents previously owned by Hank White are transferred to another organization member, Stacy Wilson.
• However, since Luther Cooper’s approval was granted specifically to Hank White to use their email as a sender identity, this permission does not transfer to Stacy Wilson.
• Stacy Wilson will need to obtain new approval from Luther Cooper (or another sender identity) to access and send documents on their behalf.