Record what the receiving person can actually do
In this fictional transfer, receiving administrator Mei needs access to the company’s test workspace; old administrator Ren remains until access and recovery ownership are confirmed. No password or recovery code is included.
| Stage | Illustrative state | Evidence to close | Decision owner |
|---|---|---|---|
| Invitation | Sent to Mei; not yet accepted | Mei accepts with her own company-approved named account | Workspace owner |
| Authorised receiving check | Test sign-in pending | Mei opens harmless test record and permitted settings | Receiving administrator |
| Recovery and removal | Recovery owner not confirmed; Ren still active | Confirm recovery owner, then separately approve old access removal | Company account owner |
Invitation delivery is not usable access
The invitation email arrived. May Ren’s access be removed immediately under this fixture?
Show the worked answer
No. Mei has not accepted or completed the receiving check, and recovery ownership is open. Complete those checks, then obtain the removal decision.
This sheet defines transfer evidence, not a procedure for any named account provider. Do not store credentials in the CSV or change a real account from this example alone.