> ## Documentation Index
> Fetch the complete documentation index at: https://parabola.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# User offboarding: transferring flow & step authentication ownership

> When a team member leaves your organization, it's critical to transfer ownership of their flows and any authenticated services (like Google Drive, SharePoint, or OneDrive) to avoid disruptions.

Below is a complete step-by-step guide for offboarding users from Parabola.

<Tip>
  **Tip**:

  Schedule the removal date and notify Parabola account admins in advance to coordinate the transfer -- ideally before an employee is officially offboarded from the company
</Tip>

## 🔁 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.).

## 👥 Step 2: Reassign flow Ownership (Parabola account admins Only)

Only **Parabola account admins** can transfer flow ownership upon user removal.

<Steps>
  <Step>
    Go to your **Team Page** in Parabola.
  </Step>

  <Step>
    Click **Remove User** next to the person leaving.
  </Step>

  <Step>
    Parabola will prompt you to **transfer ownership** of all flows owned by the removed user.
  </Step>

  <Step>
    Select the **new owner**
  </Step>
</Steps>

## 🔐 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

<Steps>
  <Step>
    In the **flow containing authenticated steps**, click the step (e.g. *Pull from Google Drive*).
  </Step>

  <Step>
    Click the current account dropdown (e.g. "user's google drive account").
  </Step>

  <Step>
    Click **Edit Accounts**.
  </Step>

  <Step>
    Locate the account used (look for the 🔒 icon = private account).
  </Step>

  <Step>
    Click **Sharing Settings**.
  </Step>

  <Step>
    Share the account with the new user:
  </Step>

  <Step>
    * Select the new user (must exist in Parabola).
    * Set permission to **"Can edit"**.
  </Step>
</Steps>

### B. New User Reconnects the Account

<Steps>
  <Step>
    The new user opens the same flow and step.
  </Step>

  <Step>
    They go to the **shared account**, click the three-dot menu.
  </Step>

  <Step>
    Select **Reconnect Account**.
  </Step>

  <Step>
    Re-authenticate using their own credentials (or the shared account's credentials).
  </Step>

  <Step>
    This will refresh the connection across all steps that use that auth.
  </Step>
</Steps>

<Note>
  **Note**:

  The new user **must also have access to the files** (e.g. Google Sheets, SharePoint folders) – either via edit or ownership.
</Note>

## ✅ 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.