Once this is completed, we will respond to you to confirm it.

Provide the username or email address of the account to where you want your forms and data transferred.

List the URL of the forms you’d like move.

Open a new ticket and create a request to move your forms.

It can be done in an instant and it also includes your form submission data. You can also watch a webinar to learn how to use BetterCloud to set up workflow templates for offboarding.The fastest and easiest way to move or transfer your forms is to allow us to move them for you. With one click, this entire process happens automatically.īy incorporating a similar process inside of their offboarding workflow, BetterCloud customer Blue Apron reduced their offboarding time from four hours to 10 minutes.Ĭheck out our technical knowledge base to learn more about workflows, including pre-built workflow templates you can customize. A second toggle transfers file ownership to the manager, and a dropdown box selection notifies a current IT team member about the changes. Inside of this action, one activated toggle switch removes the employee’s access to the Dropbox files downloaded to their connected devices. Next, the departing team member is removed from Dropbox. In this sample workflow, when a departing employee’s Okta account is deactivated, BetterCloud finds the employee’s manager’s email address in Google Workspace. To save time and remove all those clicks, you can automate this entire process with BetterCloud’s Dropbox and identity access management (Google, Okta, and OneLogin) integrations. Click, after click, after click, after click. If you want anyone to know about the change, you have to notify them directly via Slack or email. When the transfer is complete, you then have to remove the departing employee’s account. Then, you use that information inside of Dropbox to transfer ownership of the files.

First, you look up the departing employee’s email address, find out who their manager is, and then look up their manager’s email address.

To ensure that work can continue uninterrupted, your offboarding process should include transferring ownership of the departing employee’s files to their manager.Ĭompleting these steps manually in Dropbox is a slow and error-prone process. If access to company data is not revoked quickly, business-critical files could be deleted, damaged, or stolen by an upset employee.įiles “owned” by the person leaving can also be critical sources of data for ongoing work being done by other employees. When someone leaves a company for any reason-a layoff, resignation, or termination-tensions can run high.

Dropbox transfer folder ownership