Deactivating or Removing Hoicko Users

When should a Hoicko user be deactivated or removed?

A user's access should be reviewed when they leave the organization or no longer require access to a Hoicko workspace.

Why is offboarding important?

An employee may have access to:

• Projects
• Boards
• Documents
• Workflows
• Reports
• Business information

Simply removing a person from a team may not remove all of their access.

Recommended offboarding process

Step 1: Confirm departure

Verify the access change.

Step 2: Review active work

Identify tasks, projects, approvals, and responsibilities assigned to the user.

Step 3: Reassign work

Ensure business-critical responsibilities are transferred.

Step 4: Review permissions

Check administrative and workspace-level access.

Step 5: Disable or remove access

Follow the organization's approved process.

Step 6: Document the change

Maintain records where required.

FAQs

When should a Hoicko user be deactivated?
When the user leaves the organization or no longer needs access, according to the organization's access policy.

What happens to the user's work?
Active responsibilities should be reviewed and reassigned where necessary before or during offboarding.

Why should permissions be reviewed during offboarding?
A user may have access beyond their immediately visible project assignments.

Should former users retain access temporarily?
Access decisions should follow the organization's security and offboarding policy.

What is the goal of user offboarding?
To remove unnecessary access while ensuring important business work and information remain properly managed.