๐ Step 1: Decide Who Will Take Over
- Identify who the new owner of the flows will be
- Ensure the new user exists in Parabola
- Ensure the new user has access to all relevant services and files in those services (Google Drive, SharePoint, etc.).
๐ฅ Step 2: Reassign flow Ownership (Parabola account admins Only)
Only Parabola account admins can transfer flow ownership upon user removal.๐ Step 3: Transfer Authenticated Steps (Google Drive, SharePoint, etc.)
Flows often include steps that rely on authenticated access (e.g. pulling or sending data to Google Drive). These must also be transferred to a new user to prevent disruptions in the flow.A. Share Auth Credentials With the New User
B. New User Reconnects the Account
Note:The new user must also have access to the files (e.g. Google Sheets, SharePoint folders) โ either via edit or ownership.
โ Final Checklist Before Offboarding
- Identify and confirm new flow owner.
- Confirm the new owner exists in Parabola.
- Ensure all linked external files have been transferred or shared properly with the new owner.
- Parabola account admin schedules and completes user removal + flow ownership transfer.
- All authenticated steps are reconnected with new credentials.
- All flows have been tested and confirmed operational.
- Offboarded user is safely removed.