<b>SOP: Offboard a team member from ad accounts</b>

<b>SOP: Offboard a team member from ad accounts</b>
Run this the day someone leaves or changes roles — not next week.

<b>Stage 1 — Revoke (same day)</b>
— ☐ Remove from all ad accounts and business manager (Owner: ops)
— ☐ Rotate any shared logins they touched (Owner: ops)
— ☐ Pull access from tracker, CRM, and analytics (Owner: ops)

<b>Stage 2 — Reassign</b>
— ☐ List every campaign they owned (Owner: ops)
— ☐ Assign a new Accountable to each, confirmed in writing (Owner: manager)
— ☐ Transfer payment methods off their personal cards (Owner: finance)

<b>Stage 3 — Verify</b>
— ☐ Log in as them fails on every system (Owner: ops)
— ☐ No "orphan" campaign left without an owner (Owner: manager)

<b>Owner:</b> Ops lead
<b>Trigger:</b> Departure or role change confirmed
<b>Done-when:</b> All access revoked and every campaign has a named new owner.

Save this. Run it every time.