Accounting partners: remove service access after client offboarding

Partners overseeing offboards miss finished cases, leaving former clients with active access and inaccurate provisioning records. Daily checks notify operations so partners remove access quickly.

Accounting partners: remove service access after client offboarding

Overview

Partners risk former clients retaining service access and inaccurate provisioning records if offboards slip through. This daily check routes completed offboards to operations and creates revocation tasks, preventing lingering access and keeping provisioning records accurate so partners can close client files confidently.

Notable Features

  • Send operations alerts for completed offboards
  • Create revocation tasks in task tracker
  • Update provisioning record in centralized log

Accounting partners: remove service access after client offboarding