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Create offboarding tasks when a member becomes former

Create offboarding tasks when a member becomes former

Departing member records often leave facility and account access uncleared, creating security and billing risk. Assigned offboarding tasks ensure fobs are returned and accounts closed same day.

Create offboarding tasks when a member becomes former

Overview

Leftover access after a membership ends creates security exposure and extra work for your team. This flow generates and assigns clear offboarding to-dos to facilities and membership staff so fobs are recalled and accounts are closed the same day.

Create offboarding tasks when a member becomes former