Automate the entire user lifecycle. From first-day setup to secure departure, every step is consistent, documented, and compliant.
45min
Avg time saved per onboard
30+
Steps automated
0
Missed security steps
100%
Consistency rate
How It Works
Submit a form with user details. The automation handles everything else — across identity, email, PSA, RMM, and documentation systems.
New User Onboarding
Acme Corp
User Offboarding
Acme Corp
Actions to perform:
Every new client means more users to onboard, more departures to handle, more chances to miss a step.
New hires wait days to get productive. IT juggles dozens of systems, copy-pasting between portals, hoping nothing gets missed.
Former employees retain access for days or weeks. Licenses keep billing. Shared mailbox permissions linger. It's a compliance nightmare.
No two onboards look the same. Documentation is inconsistent. When something breaks, nobody knows what was or wasn't done.
Everything automated from day one
Create user in identity provider with correct attributes, groups, and OU placement
Provision mailbox, configure signature, set up distribution lists and shared mailboxes
Assign correct licenses based on role, provision apps, configure MFA enrollment
Create RMM entry, configure Autopilot profile, prepare workstation deployment
Create contact in PSA, update documentation, log all actions to ticket
Apply conditional access policies, configure security groups, enable MFA
Secure, compliant, documented
Immediately revoke all active sessions, reset password, disable sign-in
Convert to shared, set forwarding, configure out of office, remove mobile devices
Remove from all groups, revoke delegated permissions, disable accounts
Remove assigned licenses, document for billing reconciliation
Update PSA contact status, log all actions, notify supervisor
Verify no lingering access, document compliance, archive data as needed
Features
Custom workflows that adapt to your clients' environments. Not a rigid template — a flexible automation engine.
Single form submission kicks off the entire process. No chasing approvals or remembering steps.
Set future start dates for onboarding or delayed offboarding. Automation runs at the right time.
Every action logged to a PSA ticket. Full audit trail of what was done, when, and the result.
Require manager approval before offboarding executes. Built-in checks for sensitive operations.
Copy attributes, groups, and licenses from existing users. Consistent provisioning every time.
Works across all your managed clients. Each org gets their own configuration and variables.
The Impact
45 min
Saved per onboard
30 min
Saved per offboard
100%
Compliance rate
An MSP handling 20 onboards and 10 offboards per month saves over 20 hours monthly — while eliminating security gaps and ensuring every step is documented.
$12,000+ annual value in time savings alone
Let's build onboarding and offboarding workflows that match your exact processes — across all your clients.
Start with a Discovery Call