# Offboarding Wizard The Offboarding Wizard is an interactive guide that streamlines the process of offboarding a user from a tenant in Microsoft 365. It provides a step-by-step process where you can select from a variety of offboarding tasks. These tasks include revoking sessions, removing mobile devices, resetting passwords, and more. This wizard also allows for easy setting of a user's Out of Office message and forwarding their mail to another user. ## Using the Wizard {% stepper %} {% step %} **Start Offboarding** Click the Start Offboarding button at the top of the page. {% endstep %} {% step %} ### **Tenant Selection** Select the tenant from which you want to offboard a user. Only one tenant can be selected at a time. This will default to the current tenant from the menu bar tenant selector. {% endstep %} {% step %} **User Selection** Choose the user to be offboarded from the tenant. The selection is made from a dropdown menu that displays all users from the selected tenant. {% endstep %} {% step %} **Offboarding Options** Choose from a variety of offboarding options to apply to the user. These options are detailed in the sections below. {% endstep %} {% step %} **Confirmation** Review your selections and confirm to apply the offboarding process. {% endstep %} {% endstepper %} ## Offboarding Settings The Offboarding Wizard offers a range of settings that can be performed during the offboarding process. These tasks include: | Setting | Description | | ---------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Convert to Shared Mailbox | Converts the user's mailbox to a shared mailbox | | Hide from Global Address List | Hides the user from the Global Address List | | Cancel all calendar invites | Cancels all upcoming calendar events and meetings organized by the user | | Remove user's mailbox permissions | Removes all the offboarded user's permissions to all other mailboxes | | Remove user's calendar permissions | Removes all the offboarded user's permission to all other calendars | | Remove all Rules | Removes all rules associated with the user | | Remove all Mobile Devices | Removes all mobile devices associated with the user | | Remove from all Groups | Removes the user from all groups | | Remove Licenses | Removes all licenses associated with the user | | Revoke all sessions | Revokes all active sessions of the user | | Disable Sign-In | Disables the user's ability to sign in | | Clear Immutable ID | Clears the Immutable ID for a user synced from on-premises Active Directory. Note: This only works after the link is broken from AD | | Reset Password | Resets the user's password to a randomly generated value, preventing the user from signing in after offboarding | | Remove all MFA Devices | Removes all MFA devices associated with the user | | Delete User | Deletes the user from the tenant. Selecting this will disable most of the other settings since deleting the user is a destructive action for things like the mailbox, etc. | ## Permissions and forwarding | | | | -------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | | Mailbox Full Access (no automap) | The selected user or users will be granted full access to the offboarded user's mailbox but will not have that mailbox auto mapped in Outlook | | Mailbox Full Access (automap) | The selected user or users will be granted full access to the offboarded user's mailbox and they will have that mailbox auto mapped in Outlook | | OneDrive Full Access | The selected user or users will be granted full access to the offboarded user's OneDrive | | Forward Email To | The selected user will be set as the forwarding recipient on the offboarded user | | Keep a copy of forwarded email | Toggling on this option will retain received mail in the offboarded user's mailbox while also forwarding it to the user selected above | | Out of Office Message | This WYSIWYG editor will allow you to craft the Out of Office message set on the offboarded user's mailbox | ## Scheduling & Notifications | | | | -------------------------- | --------------------------------------------------------------------------------------------------- | | Schedule this offboarding | If toggling this switch to on, will present the remaining options in this table | | Scheduled Offboarding Date | The date and time you would like the offboarding to run | | Webhook | Enable this to send a notification to your configured webhook in CIPP notifications settings | | E-mail | Enable this to send a notification to your configured e-mail address in CIPP notifications settings | | PSA | Enable this to send a notification to your configured PSA in CIPP notifications settings | ## Previously Submitted Offboardings CIPP also includes a table of previously submitted offboardings so you can review progress after submissions. ### Offboarding Table Details | Column | Description | | --------------------- | --------------------------------------------------------------------------------------------------------------------- | | Tenant | The tenant where the user object resides. | | Parameters - Username | The username of the user submitted for offboarding. | | Task State | What the status of the task is. This will be one of `Planned`, `Completed`, `Running`, or `Failed`. | | Scheduled Time | The relative time until/since the offboarding task was scheduled to run. | | Executed Time | The relative time since the offboarding task was scheduled to run. `No Data` will return for tasks not yet completed. | ### Offboarding Table Actions
ActionDescriptionBulk Action Available
View Task DetailsOpens the taskpage for the selected task.false
Run NowRuns the selected offboarding task(s) now.true
Delete JobDeletes the task for the selected offboarding(s).true
More InfoOpens the extended info window for the current task.false
*** ## Feature Requests / Ideas We value your feedback and ideas. Please raise any [feature requests](https://github.com/KelvinTegelaar/CIPP/issues/new?assignees=\&labels=enhancement%2Cno-priority\&projects=\&template=feature.yml\&title=%5BFeature+Request%5D%3A+) on GitHub. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.cipp.app/user-documentation/identity/administration/offboarding-wizard.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.