Notify team of client end date and archive access
Notify team of client end date and archive access
Your completed client end-date tasks leave coordinators unsure which accounts to remove access from. This sends a team alert and updates status so offboarding completes before the next billing run.
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Overview
When client end dates sit as completed tasks, platform removals get missed and billing confusion follows. This flow alerts program coordinators immediately and updates client status, enabling offboarding to be completed before the next billing run.