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

1

Tenant Selection

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

2

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.

3

Offboarding Options

Choose from a variety of offboarding options to apply to the user. These options are detailed in the sections below.

4

Confirmation

Review your selections and confirm to apply the offboarding process.

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
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
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
Remove from all Groups	Removes the user from all groups
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

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

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Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.