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Data & Export·Support CodeGEN-030

Data Backup and Account Handover Procedures

Back up important data and transfer account ownership when a team member leaves.

Data backup and account handover for departing employees.

【Preserving data (admin)】

  1. 1.Admin panel → "Account Management" → select the user
  2. 2."Data Export" to download all data as CSV/ZIP
  3. 3."Transfer Ownership" to reassign files, tasks, and channels to another member

【What is backed up】

· Personal files (including chat attachments)

· Created tasks and projects

· Wiki pages

【Account deactivation】

After the leave date is set, the account is automatically deactivated the following day. If SSO is used, also deactivate in the identity provider.

All actions are logged in the audit trail.

Example

Transfer project ownership from a departing employee to the team lead

backuphandoveroffboardingdata transfer

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