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

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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.

Follow the steps below to delete a user and transfer the documents:

  • 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.

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.

Delete and transfer ownership to another user

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

Notification email

  • 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.

Transferred documents.png

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