Part of Email, Files & Accounts.
Staff changes create risk when account access, shared files, mailboxes, devices, and transaction documents are not cleaned up consistently.
- Review account access when agents, admins, contractors, or staff leave or change roles.
- Remove stale access from email, shared drives, devices, transaction folders, and business apps.
- Preserve needed files, inbox data, and records before accounts are disabled.
- Build a simple checklist so onboarding and offboarding do not depend on memory.
If someone is joining, leaving, or changing roles, send the systems they use and what access should remain.