What steps should a System Admin take when a Marketing Manager with the Group Admin Role departs?

The appropriate course of action when a Marketing Manager who holds the Group Admin Role leaves is to ensure a smooth transition of their duties and responsibilities to the new manager. Assigning the new manager the Group Admin Role and transferring ownership of all groups previously managed by the departing individual is essential for continuity. This approach allows the new manager to inherit administrative capabilities and manage the groups effectively without the need for recreating them from scratch.

This process involves confirming that the new manager has the necessary permissions and access rights to perform their role fully. By transferring ownership of existing groups, the new manager can leverage the established structure and processes, ensuring that ongoing projects and teamwork are not disrupted. This maintains operational efficiency and minimizes the risk of losing important data or group dynamics, which is crucial in a collaborative environment like Smartsheet.

The other options do not facilitate this smooth transition or create unnecessary complications. For example, making the new manager a System Admin may grant them more access than needed, while deleting existing groups and requiring them to recreate everything would waste time and resources. Generating an access report could be useful but does not directly empower the new manager with the required administrative capabilities.