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Billing and Administration

Offboard a departing employee

Close access safely on the last day without losing mail or case files.

Help center

Offboarding is a security event. Tell us the exact date and time access should end, and who inherits the work.

  1. Open a Billing and admin ticket marked high priority with the person's name, last day, and cutoff time.
  2. Name the colleague who should receive the mailbox contents and who should take over shared files.
  3. Tell us whether to forward incoming mail, and for how long, before the address is fully retired.
  4. Arrange return of the laptop, dock, and any phone. We wipe and re-image returned equipment before reissuing it.

For an involuntary departure, request the cutoff before the conversation happens rather than after — call us so timing is exact.

Updated 2026-08-31

Need help with this?

Open a ticket and include the steps you already tried.

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