> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# How to Offboard Someone From Your Systems Safely
- URL: https://blog.jestor.com/offboard-someone-from-systems-safely/
- Published: 2026-09-17T22:36:40.000Z
- Updated: 2026-09-17T22:36:40.000Z
- Author: Bruno Bannach

To **offboard someone from your systems**, two things have to happen together: their access ends, and the record of what they did remains intact.

## Where offboarding goes wrong

Removal is treated as deletion, and something breaks as a result.

- Historical changes attributed to a missing user
- Processes that depended on them as an approver stalling
- Records they owned left with no responsible person
- Access to shared channels ending with no handover

## What to do, in order

- **Reassign ownership** of their records and cost centres first
- **Confirm approval routing** does not depend on them alone
- **Hand over their followed processes** to whoever covers them
- **Deactivate the user**, rather than deleting them
- **Review what changed** in the period before departure, if warranted

## How to do it in Jestor

1. Reassign the responsible person on their **cost center** records in **Jestor**.
2. Confirm cost centres list more than one responsible user where cover is needed.
3. Turn on table following for whoever takes over their processes.
4. Deactivate the user; removed users are marked inactive rather than deleted.
5. Filter the table history by user and date to review the period if needed.

## Why choose Jestor for clean offboarding?

**Jestor** marks removed users as inactive rather than deleting them, which means every historical change still resolves to an identifiable person — a requirement for any audit that covers the period.

Because inactive users can be filtered separately, an access review can distinguish current staff from departures without either list contaminating the other.

## Frequently Asked Questions

### Are departed users deleted?

No, they are marked inactive so history stays intact. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### What should be reassigned first?

Cost centre ownership and approval routing.

### Can I review what they changed?

Yes, by filtering the history by user and date.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.