Members of smaller firms often have multiple tasks and duties for which they are responsible. Covering these can become a challenge when someone leaves the firm. Naturally, when the exit is not amicable, extra steps may be required to protect the firm’s proprietary data.
1. Prevent computer access and secure firm data
This may seem like two steps, but there’s a reason why it’s only one: it’s all about the data. Unrestricted access to firm data by a non-employee is a liability. Disabling, not deleting, the user account minimizes that liability and preserves the data integrity. If the account is deleted, it may become very difficult for firm administrators to access data and communications for which they are now responsible.
2. Password/PIN changes for shared resources
If firm personnel share passwords for online research and banking services, accounting software or remote access, these passwords need to be changed and all affected staff need to be notified.
3. Email, data, and delegation
While the first two steps are defensive, it is critical to proactively manage the responsibilities, data, and communications of the former colleague. This effort will require a review of existing appointments, unread email and outstanding projects in order to delegate appropriately. Emails need to be routed to a selected party for timely action and response.
4. Beware of the thumb (USB) drive
These conveniently-sized drives hold vast amounts of data, and could be used to make an unauthorized copy of valuable, proprietary firm information. It is imperative that the departing user be prevented access to any firm computer.