How to off-board a member
Off-boarding someone from your Dubly.AI Account is more than just clicking “remove”. You want to make sure their work stays intact, their access is fully revoked, and the rest of your team isn’t surprised by anything missing afterward. This is a checklist for a clean off-board.
Before removing the member
Section titled “Before removing the member”1. Reassign work in progress
Section titled “1. Reassign work in progress”If they have Native Speaker assignments open, reassign them now. Native Speaker assignments don’t auto-transfer when the person is removed, and you’ll lose track of them. If they’ve been editing transcriptions or translations on a dub, make sure their changes are saved.
2. Document what they own
Section titled “2. Document what they own”Walk through anything specific they configured:
- Custom voices they created or set up.
- Translation Styles or Glossaries they tuned.
- Projects they own.
- Pinned or active dubs they were running. Capture enough that someone else can pick up the work.
3. Track ownership where it matters
Section titled “3. Track ownership where it matters”Dubly.AI doesn’t formally transfer dub ownership when you remove a member — the dub stays in the Account regardless. But if your team tracks “who owns this dub” externally (in a project manager, a spreadsheet), now’s the time to update those records.
4. Check shared external access
Section titled “4. Check shared external access”If the member shared Dubly.AI dubs with people outside your Account (via a share link), those external links keep working. If you want to revoke an external share, do it on the dub itself, not by removing the member.
Removing the member
Section titled “Removing the member”Once everything above is handled, remove them as described in How to remove a member from your account.
After removing them
Section titled “After removing them”5. Verify their access is gone
Section titled “5. Verify their access is gone”If you have any way to test (a shared device, a screen recording from their last session), confirm they can no longer log into the Account.
6. Communicate to the team
Section titled “6. Communicate to the team”Let the team know who’s been removed and what’s been reassigned. People referencing “ask Sara” don’t appreciate finding out Sara is gone after the fact.
7. Cancel pending invites if needed
Section titled “7. Cancel pending invites if needed”If the member had open invitations to other people that hadn’t been accepted yet, those invites still work. Review pending invites and revoke any that no longer apply.
What if they come back
Section titled “What if they come back”If someone you removed needs access again, just invite them again. The history on the dubs they touched stays intact, but their new membership starts fresh.