When an administrator leaves your account or organisation, it's essential to take proactive steps to ensure a smooth transition and maintain continuity in managing your InCheq platform. Here's a comprehensive guide on what to do when an administrator departs:

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Top Tips for a Smooth Transition

• Identify Key Responsibilities: Start by identifying the key responsibilities and access privileges held by the departing administrator. This includes tasks such as managing employee data, deploying surveys, accessing survey results, and overseeing account settings.
• Review Access Permissions: Access the Account settings within the InCheq platform and review the permissions assigned to the departing administrator. Ensure that their access is restricted or revoked to prevent unauthorised use of the platform.
• Designate a Successor: Designate a successor or interim administrator to assume the responsibilities of the departing administrator. Choose someone who is familiar with the platform and capable of managing the necessary tasks effectively.
• Transfer Responsibilities: Transfer the responsibilities and access privileges of the departing administrator to the designated successor. This may involve updating user roles, permissions, and account settings to reflect the changes.
• Communicate Changes Internally: Communicate the administrator transition internally within your organisation. Notify relevant stakeholders, such as HR personnel, department heads, and other administrators, about the changes to ensure everyone is aware of who to contact for assistance with the InCheq platform.
• Monitor Account Activity: Monitor account activity and access logs to ensure that only authorised individuals are accessing the platform. Regularly review user roles, permissions, and access settings to maintain security and compliance with organisational policies.
• Conduct Regular Audits: Conduct regular audits of user accounts and permissions to identify any discrepancies or unauthorised access. Address any issues promptly to maintain the integrity and security of your InCheq account.
• Seek Assistance if Needed: If you encounter any challenges or require assistance during the administrator transition process, don't hesitate to reach out to the InCheq support team for guidance and support. They can provide expert advice and assistance to help you navigate the transition smoothly.

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By following these steps, you can effectively manage the transition when an administrator leaves your account or organisation, ensuring continuity in managing your InCheq platform and safeguarding the integrity of your data and operations.

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