Tips Re: Easy Access to Calls of Deleted User

Hi Ryan,

Thanks for reaching out!  We have a community article that will help walk you through the steps: 

However, if you need to make any changes, please reach out to our customer support team. 

We plan to improve this process in the future and will use this question as feedback.  Please let us know if there is anything else we can help with in the meantime!

Thanks for the article link, ​@mimianderson . Based on one of the pro tips offered in the article, it sounds like the current guidance for soon-to-be-deleted users is “Before team members with call privacy permissions leave, ensure they add their manager, admin, or peer as participants to important private calls.” But that presumes (a) that the soon-to-be-deleted user knows they’ll soon be deleted and (b) has the time to manually review all of their calls. Unfortunately, users are often not given advance notice if they’re leaving the company is not their choice. And even in the cases where they do know, manually reviewing and choosing which individual calls to grant access to their manager is incredibly time-consuming.

The other recommendations require us to complete a series of manual steps that we have to fly blind while doing if the user is no longer at the company:

1. Check if there were other participants from your team on those calls
2. Have them add you as a participant to access the calls
3. If no other team participants exist, contact support for backend assistance

While this confirms our organization is doing what we can considering current platform capabilities, this is definitely an area that could use improvement. So yes, please include this question as feedback/feature request. Ideally, we’d be able to transfer all calls of a user to their manager as a bulk action before/during the process of deleting them as a Clari Copilot user.

Until that functionality becomes available, are we able to contact support and ask them for backend assistance to complete a bulk action like that? Could they do either of the following:

• Before we delete the user, they somehow ensure the manager maintains access even after the user is deleted and they’re no longer associated within the system as having that manager?
• After the user is deleted, they somehow grant access to the user’s previous manager?