Offboarding Wizard

Offboard the selected user with standard requirements

Overview

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.

Steps

The Offboarding Wizard includes the following steps:

  1. Tenant Choice: Select the tenant from which you want to offboard a user. Only one tenant can be selected at a time.

  2. Select User: 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.

  3. Offboarding Settings: Choose from a variety of offboarding options to apply to the user. These options are detailed in the "Available Tasks" section below.

  4. Review and Confirm: Review your selections and confirm to apply the offboarding process.

Available Tasks

The Offboarding Wizard offers a range of tasks that can be performed during the offboarding process. These tasks include:

Task
Description

Revoke all sessions

Revokes all active sessions of the user

Remove all Mobile Devices

Removes all mobile devices associated with the user

Remove all Rules

Removes all rules associated with the user

Remove Licenses

Removes all licenses associated with the user

Convert to Shared Mailbox

Converts the user's mailbox to a shared mailbox

Disable Sign-In

Disables the user's ability to sign in

Reset Password

Resets the user's password

Remove from all Groups

Removes the user from all groups

Hide from Global Address List

Hides the user from the Global Address List

Set Out of Office

Sets an out of office message for the user

Give another user access to the mailbox (without auto mapping)

Gives another user full access to the offboarded user's mailbox without auto mapping

Give another user access to the mailbox (with auto mapping)

Gives another user full access to the offboarded user's mailbox with auto mapping

Give another user access to OneDrive

Gives another user full access to the offboarded user's OneDrive

Forward all e-mail to another user

Forwards all e-mails of the offboarded user to another user

Keep a copy of the forwarded mail in the source mailbox

Keeps a copy of the forwarded mail in the offboarded user's mailbox

Delete User

Deletes the user from the tenant

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