Remove offboarded agents from lists, drives, and systems
Remove offboarded agents from lists, drives, and systems
Your offboarded agents often remain on email, SMS, and shared drives, leading to accidental outreach and lingering access. Remove them consistently so program coordinators finish cleanup the same day.
Overview
Stale offboarding leaves former agents on lists and with access, causing accidental outreach and security risk. This workflow finds the agent record, clears memberships across email and SMS platforms, archives drive folders, and notifies office staff so program coordinators complete exits the same day.