How do I hand off my account before I leave my Enterprise organization?
  • 21 Jun 2023
  • 1 Minute to read
  • Dark
    Light

How do I hand off my account before I leave my Enterprise organization?

  • Dark
    Light

Article Summary

Leaving a company can be a stressful time. To make the transition as smooth as possible, check out our best practices and responsibilities for owners and admins.

This article is for Enterprise accounts only. If you are not on an InVision V6 Enterprise plan, check out this article instead.

Best practices

  • Transfer any prototypes to the Enterprise account.

    Please note: Prototypes created within the Enterprise account (i.e. located in your-company-domain.invisionapp.com) are owned by the company, not by the person who created them. Therefore, in these cases, it is not necessary to hand off the prototypes to a different member.

    However, if you have prototypes in your personal account (i.e. in projects.invisionapp.com), you might want to transfer them to your Enterprise. To do so, check out this article: How do I transfer prototypes from my personal account to my Enterprise account?

    Currently, you can only transfer standard prototypes. You cannot transfer ownership of boards, or freehands.
  • Change your credentials (optional).
    If you normally sign in with a company email address, and that email address is also associated with your personal InVision account, be sure to update to a personal email address. Additionally, if your password is managed by a company password manager, change your password to something you know.

    That said, this step is optional if you don't want to take any personal prototypes with you when you leave. Please check with your company before changing any sign-in credentials.

Owner or admin responsibilities

We strongly recommend all Enterprise companies have at least two admins. This ensures that account access won't be lost if one admin leaves the company or is temporarily unreachable.

If you are an admin or owner on the account, be sure there is another admin before leaving. You can also reach out to our Support team to request that the ownership of your Enterprise account is assigned to someone else.


Was this article helpful?