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JBaker2
Member

User left the company-Workflow best practice

SOLVE

Hi-We had a user leave the company recently.  The created a ton of workflows for themself with automation.  What are best practices, do we need to update the user to assign to their manager since the user is no longer at the company?  

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DianaGomez
Solution
Community Manager
Community Manager

User left the company-Workflow best practice

SOLVE

Hi @JBaker2

 

Thank you for reaching out to the Community!

 

According to the information provided, since the person has left the company, I recommend considering whether to delete or deactivate the user. Each option comes with its own set of implications and considerations. In this article, you will find comprehensive information on what you need to know when a user departs, including the specific topic you mentioned regarding workflows.

 

Remove HubSpot users

 

Please review the article for detailed guidance on managing user departures and the various aspects involved, such as workflow ownership and other related considerations. If you have any further questions or need additional assistance, feel free to let me know.

 

 

Best regards,

Diana


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1 Reply 1
DianaGomez
Solution
Community Manager
Community Manager

User left the company-Workflow best practice

SOLVE

Hi @JBaker2

 

Thank you for reaching out to the Community!

 

According to the information provided, since the person has left the company, I recommend considering whether to delete or deactivate the user. Each option comes with its own set of implications and considerations. In this article, you will find comprehensive information on what you need to know when a user departs, including the specific topic you mentioned regarding workflows.

 

Remove HubSpot users

 

Please review the article for detailed guidance on managing user departures and the various aspects involved, such as workflow ownership and other related considerations. If you have any further questions or need additional assistance, feel free to let me know.

 

 

Best regards,

Diana


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
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