[{"data":1,"prerenderedAt":184},["ShallowReactive",2],{"/updates/2026-06-12-transfer-reports-and-tasks-when-you-deactivate-a-user":3,"surround":179},{"id":4,"title":5,"body":6,"date":157,"description":158,"extension":159,"head":160,"meta":161,"navigation":167,"path":168,"schemaOrg":160,"screenshot":169,"screenshotMargin":170,"seo":171,"sitemap":172,"stem":173,"tags":174,"__hash__":178},"updates/updates/2026-06-12-transfer-reports-and-tasks-when-you-deactivate-a-user.md","Transfer reports and tasks when you deactivate a user",{"type":7,"value":8,"toc":148},"minimark",[9,13,18,21,25,54,58,105,109,129,133,139],[10,11,12],"p",{},"When someone leaves your team, the reports and tasks they owned shouldn't leave with them. Until now, deactivating a Colleague risked leaving reports stranded, where only that deactivated person had edit access and nobody else could pick them up.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20],{},"Deactivating a user now checks what they own first. Before you confirm, Kinabase shows their open tasks and any reports that only they can edit, then asks you to choose who takes over their work. You can hand reports to a specific Colleague or make them editable by everyone, and reassign their open tasks at the same time.",[14,22,24],{"id":23},"why-it-matters","Why it matters:",[26,27,28,36,42,48],"ul",{},[29,30,31,35],"li",{},[32,33,34],"strong",{},"Protects your reporting"," so dashboards and reports an owner alone could edit never become read-only after they leave.",[29,37,38,41],{},[32,39,40],{},"Keeps work moving"," by letting you reassign a leaver's open tasks to the right person in the same step.",[29,43,44,47],{},[32,45,46],{},"Removes the guesswork"," by showing the exact tasks and reports affected before you deactivate, not after.",[29,49,50,53],{},[32,51,52],{},"Gives admins clear control"," with a required choice for owned reports, plus clear messages if a recipient is invalid or is the person being deactivated.",[14,55,57],{"id":56},"how-it-works","How it works:",[59,60,61,68,79,90,100],"ol",{},[29,62,63,64,67],{},"Go to ",[32,65,66],{},"Settings → Users"," and choose the Colleague you want to deactivate.",[29,69,70,71,74,75,78],{},"Select ",[32,72,73],{},"Deactivate",". Kinabase checks their tasks and reports and shows a short summary of what is affected under ",[32,76,77],{},"Choose who takes over their work",".",[29,80,81,82,85,86,89],{},"For ",[32,83,84],{},"Tasks",", click ",[32,87,88],{},"Reassign"," to pick a person to reassign them to, or leave them unassigned.",[29,91,81,92,95,96,99],{},[32,93,94],{},"Reports"," only they can edit, choose a specific Colleague to take ownership, or choose ",[32,97,98],{},"Everyone"," to make them editable by your whole team. This choice is required before you can continue.",[29,101,70,102,104],{},[32,103,73],{}," to confirm. Access is removed straight away, and the handover is recorded in your activity log. You will need administrator access to do this.",[14,106,108],{"id":107},"when-to-use-it","When to use it:",[26,110,111,117,123],{},[29,112,113,116],{},[32,114,115],{},"Operations managers"," can offboard a leaver in one pass, moving their open tasks and report ownership to a replacement without chasing down loose ends later.",[29,118,119,122],{},[32,120,121],{},"IT and workspace admins"," can deactivate accounts confidently during staff changes, knowing shared reporting stays editable for the team.",[29,124,125,128],{},[32,126,127],{},"Team leads"," can hand a departing analyst's dashboards to everyone, so the whole team keeps full access to the insights they rely on.",[14,130,132],{"id":131},"get-started","Get started",[10,134,135,136,138],{},"Open ",[32,137,66],{}," to manage your team and try the new deactivation flow. The handover options appear automatically whenever a user owns tasks or reports that need a new home.",[10,140,141,142,147],{},"If you have questions or feedback, we would love to hear from you. Email ",[143,144,146],"a",{"href":145},"mailto:support@kinabase.com","support@kinabase.com"," - we're listening.",{"title":149,"searchDepth":150,"depth":150,"links":151},"",2,[152,153,154,155,156],{"id":16,"depth":150,"text":17},{"id":23,"depth":150,"text":24},{"id":56,"depth":150,"text":57},{"id":107,"depth":150,"text":108},{"id":131,"depth":150,"text":132},"2026-06-12T00:00:00.000Z","Deactivating a Colleague now hands their open tasks and personally owned reports to the right person, so nothing important is locked away when someone leaves.","md",null,{"readingTime":162},{"text":163,"minutes":164,"time":165,"words":166},"2 min read",1.98,118800,396,true,"/updates/2026-06-12-transfer-reports-and-tasks-when-you-deactivate-a-user","/updates/2026/2026-06-12-transfer-reports-and-tasks-when-you-deactivate-a-user.png",false,{"title":5,"description":158},{"loc":168},"updates/2026-06-12-transfer-reports-and-tasks-when-you-deactivate-a-user",[175,176,177],"Task","Report","Colleague","bsvhpNPFMzAKzinLxJ6auwAd7xO0rHWbb3Lfp9V8zVk",[180,160],{"title":181,"path":182,"stem":183,"children":-1},"Log activities and stage changes by voice","/updates/2026-06-09-log-activities-and-stage-changes-by-voice","updates/2026-06-09-log-activities-and-stage-changes-by-voice",1781281756245]