Profile Handover NotesLocal directory journal

Local listings · Field guide 06

Keep directory profiles under business control when staff change

Organise listing access, approval responsibilities and staff handovers so a local business can maintain its directory profiles after an employee or agency leaves.

A business can lose practical control of its directory presence even while the public information looks correct. The problem often appears when an employee leaves or an agency contract ends. A planned handover connects every profile to an accountable business contact and separates editing work from ownership responsibilities.

01 / 05Inventory the profiles and access owners

List the directories used by the business and identify who can manage each profile. Record the public URL, relevant branch and the business contact responsible for decisions. Keep credentials in an appropriate secure system rather than in the public register. Mark unknown ownership as a task to resolve before an urgent address change makes the missing access a customer-facing problem.

02 / 05Separate editing from approval

Decide which changes staff may publish routinely and which need business approval. Updating a photograph is different from declaring a branch permanently closed. Document the approval route in a short operational note. Where a platform offers distinct user roles, choose responsibilities appropriate to the work rather than giving every temporary contributor the same level of control as the owner.

03 / 05Prepare the departure handover early

Before someone leaves, confirm that the business can access every profile they maintained. Review pending edits, support requests and any verification still in progress. Transfer responsibilities through the platform's normal process where available. Do not rely on a departing person's private email account to remain accessible, and do not assume that paying an agency automatically changes directory account ownership.

04 / 05Document recovery without exposing secrets

Keep a note of the platform's official recovery route and the business information likely to be needed. Store relevant ownership records under business control. The handover document should explain who acts if access fails, not reproduce passwords or private security answers. If another party controls a listing, use the directory's dispute or recovery process instead of creating a competing duplicate.

05 / 05Check control after the transition

Have the incoming editor confirm access and review a harmless profile detail without making an unnecessary public change. Check that notifications reach a monitored business destination. Remove obsolete access through the normal account process where authorised. Finish with a clear division of responsibility: one person coordinates listing maintenance while location managers provide accurate operational changes.