Data Handover

Data Handover helps you transfer a member’s enterprise data to designated recipients when someone leaves or changes roles. It provides the tools you need to hand over documents, ownership-related access, team document permissions, schedules, and meetings, making follow-up management and verification easier. With Data Handover, you can review all supported assets under a selected member, assign a recipient for each data category, complete the transfer, and keep the generated handover record for later checking. Different categories can be assigned to different recipients, but each category supports only one recipient. After the handover is completed, the original member can no longer access the transferred data. Whether you're managing offboarding or internal role changes, Data Handover helps you complete transfers efficiently. Choose the documentation below that best matches your needs to learn more.