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?
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.
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.
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.
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.