When someone is leaving your organization, there are a few steps you should follow before you delete their account. To prevent the loss of important data, you will need to make sure that the deletion process won’t result in the deletion of all the tresors owned by the user.
In a nutshell
To ensure that all company documents remain intact, you will need to re-assign the user’s tresors – either to yourself or to another trusted user. You can do that with the user’s collaboration or by performing a password change followed by an account takeover.
Review tresors
As a first step, you will need to review if there are any tresors owned by the user. You can find this information on the Users tab of your Admin Center.
- Head to your Admin Center.
- Navigate to the
Users tab.
- Hover over the user’s name.
- Click the
gear icon on the right.
- Navigate to the
Tresors tab.
Account takeover
In some cases, you will need to complete the off-boarding process of a user. As a Subscription Owner, you can perform an account takeover from the Admin Center. This action requires that Advanced Control is switched on and the policy changes are accepted.
- Navigate to the
Users tab.
- Hover over the user.
- Click the
gear icon on the right.
- Click Reset password.
- Enter your password to confirm.
- The temporary password will be copied to your clipboard.
📝 Note: Make sure to share the temporary password on a safe channel and request a password change from the affected user upon their first login. Share this article to explain how they can change their password.
- Sign in to the user’s account using the temporary password.
- Navigate to
Settings.
- Open the Account tab.
- Click Change password.
- Enter the temporary password.
- Enter the new password twice.
- Click Change password.
Reassign owned tresors
Now that you are signed in, you will need to transfer the ownership of all owned tresors to yourself or to another trusted user.
📝 Note: Make your job easier by rearranging the tresors. Click the sorting icon on the top of the tresors list, then select Sort by owner from the dropdown list.
- Windows
- Mac
- iOS
- Android
- Web
- Open Tresorit.
- Navigate to your tresors list.
- Hover over the tresor.
- Click
Share.
- Click on a member's role.
- Select Owner from the dropdown.
- Click Apply, then Confirm to save changes.
- All done!
- Open Tresorit.
- Navigate to your tresors list.
- Hover over the tresor.
- Click
Share.
- Click on a member's role.
- Select Owner from the dropdown.
- Click Apply, then Confirm to save changes.
- All done!
- Open Tresorit.
- Locate the folder you want to leave.
- Tap the
arrow icon on the right.
- Select Share from the list of actions.
- Tap on a Member's name.
- Tap Owner.
- Tap Transfer ownership on the pop-up to confirm.
- All done!
- Open Tresorit.
- Locate the folder you want to leave.
- Tap the
three dots on the right.
- Select Share from the list of actions.
- Tap the
three dots next to the member's name.
- Tap Change member permission.
- Select Owner.
- Tap Change.
- Tap Transfer ownership to confirm.
- All done!
- Open Web Access.
- Navigate to your tresors list.
- Hover over the tresor.
- Click on the number of members.
- Select the member you want to promote and open the dropdown.
- Select Owner.
- Click Transfer ownership to confirm.
- All done!
Other uploads is a tresor automatically created to store files and folders which were uploaded during link creation. The ownership of this special tresor cannot be transferred, but you can download or delete the content if needed.
Review Shared links
Review the Shared links tab of the user’s account if you have Auto-deletion for shared links policy set. Find this via desktop (Windows, Mac, Linux) or the Web Access easily: Shared links > Folder column > Stored temporarily.
If the Auto-deletion policy is set, files shared via this policy will not be available in any of the tresors (not even via the special Other uploads tresor); and will get deleted 90 days after the link becomes inactive. Save these files, if you need to keep them.
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