TEMPLATE: OFFBOARD Manage Companies Users can Share Files & Folders With

Offboarding an internal user ensures access and allocated resources are unassigned appropriately.

Role Requirements

Procedure Scope: Administrators

Required Group Membership: Admin.Security

Handbook Reference

Package: Identity Security

Domain: TBD

Modifies: TBD

When to Perform this Operation

As Needed: Proactive or in Response to User/Security

Technical Description and Importance

Offboarding an internal user is an essential step in ensuring that no unauthorized access remains after someone leaves the organization, whether through resignation, contract completion, or other circumstances. This process includes disabling their account to prevent login attempts, removing administrative permissions to eliminate elevated access, unassigning them from any shared or work-related groups, and revoking licenses they were using. Without completing these steps, leftover access or unused licenses could pose security risks or waste resources, making thorough offboarding critical to maintaining a secure and organized environment. A clear and repeatable offboarding process not only prevents accidental errors but also ensures that access is efficiently managed and resources are ready for reassignment when needed.

Management Options

• Offboard an Internal User

Offboard an Internal User:

Purpose
To ensure that when someone leaves the organization, their account and access are completely removed to maintain security and avoid unnecessary access or resource use.
Use Case
Offboarding a user by deactivating their account, removing from groups, and reclaiming licenses all in one process.

Offboard an Internal User

This operation revokes the users' ability to login with the account, along with assigned permissions and licenses within Entra ID.

       3. Remove From Groups

       4. Remove Licenses

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