Can anyone point me to best practice or recipes for dealing with staff contacts when they leave a company that is running CiviCRM, especially when the person may have created content in both Drupal and in Civi?
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1 Answer
The simplest approach would be to block the Drupal account, no other action is required.
If you must delete the Drupal account for a given reason, make sure you select ‘Delete the account and make its content belong to the anonymous user’, otherwise the content created by this user will also be deleted.
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2I would just leave the record as is in order to preserve that person's history in the organization. Maybe create a tag or group to identify those people. Mar 1, 2022 at 21:58