For clients
Off-boarding a departing employee
Off-boarding requests are made through the client portal, so each one becomes a tracked ticket: who is leaving, and when their access should end — immediately, at the end of the day, or at a date and time you choose.
Anything else, such as who should receive the mailbox or files, goes in the special instructions. If access has to be cut off right now, call as well.
You will be asked to sign in to the client portal first. These requests are open to portal users with HR or administrator access for their company; if the portal says you do not have permission, ask your company's portal administrator to grant it.
No portal account? Call (407) 857-9904 or send us a message and we will take the details.