A site handed back cleanly when a client moves on
Make sure the client has their own administrator, remove your team's accounts with their posts reassigned, and switch white label off.
- Difficulty
- Advanced
- Time
- about 20 min
[Client name] is moving on. On their site, list the users and roles. Make sure [client contact's username] is an administrator. Remove my team's accounts, [usernames], giving their posts and pages to [client contact's username]. Switch white label off. Ask for my approvals, and tell me what I still have to do myself, such as disconnecting the site in SAR.
Already connected?
If SAR is already in your AI app, this is enough:
Hand [client]'s site back: client as administrator, my team's accounts removed, white label off.
What happens
- The AI app lists the site's users with their roles; emails are shortened and passwords are never available.
- Making the client's contact an administrator waits for your approval, with your password because administrator-level access is given. It can be undone.
- Deleting each of your team's accounts, with their posts and pages given to the client, is approved with your password and cannot be undone. The connected account and the last administrator are never deleted.
- Turning white label off needs no approval.
Approvals involved
Worked out from the tools this recipe uses.
wordpress_list_usersList usersNonewordpress_change_user_roleChange a user's roleDepends on the changewordpress_delete_userDelete a userApproval and passwordwordpress_set_white_labelWhite label on or offDepends on the change
What you get
The client owns their site again, with no leftover agency accounts. Disconnecting the site from SAR is done by a person in SAR Intelligence → Connections.
Related recipes
- Agencies · about 25 minA departing team member's accounts found on every client siteWhen someone leaves your agency, find their WordPress accounts on each client's site and remove them, with their posts handed to a colleague.
- Agencies · about 5 minYour agency's name instead of SAR Intelligence in a client's wp-adminShow your agency's name in the client's wp-admin in place of SAR Intelligence, and know how it switches itself off.
- Security & backups · about 10 minA former employee's account removed, their posts keptWhen someone leaves, find their account and either lower its role for now or delete it, with their posts and pages handed to a colleague.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.