Workstation Offboarding Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Workstation Offboarding Crate do?

This Crate is designed to streamline the offboarding process for workstations across multiple platforms based on device name.

This Crate only removes agents from their management dashboards. It doesn't uninstall the agent from the actual device unless included below in the supported platform list.

How the Crate works

The Crate is triggered via a form submission. Once submitted, the workflow identifies the corresponding workstation IDs across the selected platforms and proceeds to either remove the assets or mark them as inactive, depending on your configuration. A report will be sent to the email listed in the form with a detailed report of each successful or failed task, and it will include the workflows's result page.

Supported platforms and Crate prerequisites

RMMs

• ConnectWise Automate

• ImmyBot

• Kaseya VSA

• ConnectWise ScreenConnect

• SuperOps - supports removing the asset only

PSAs

• ConnectWise PSA - Set inactive or remove

• Datto PSA - Set inactive

• Halo PSA - Set inactive or remove

• Kaseya BMS - Set inactive or remove

• ServiceNow - Set inactive or remove

Other integrations

• SentinelOne

• ConnectSecure

• Acronis

• Liongard

• Nodeware

Unpack the Workstation Offboarding Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for Workstation Offboarding.

3. Click on the Crate tile to begin unpacking.

4. Click Continue.

5. Click to expand the Form Submission accordion menu. Ensure that Enabled is toggled on.

6. Note that you have the option under the Form Submission accordion menu to activate the Crate for all future organizations in addition to the current one. You may also set activation to certain tags, trigger criteria, or for integration overrides.

7. Click Unpack.

Use the Workstation Offboarding Crate

For field options related to an integration to appear on the form, you'll need to have that integration successfully set up with Rewst.

1. Navigate to Automations > Forms.

2. Search for [REWST] Workstation Offboarding.

3. Click ⋮ > Usages > View Direct URLs.

4. Copy the URL and paste it into a new tab or browser window.

5. Choose the organization you'd like to run the form on from the List Organizations drop-down selector.

6. Choose your relevant information from the drop-down selectors:

   1. Select the organization where the workstations are located

   2. Manually type or select one or more workstations to offboard

   3. Recipient Email for Offboarding Report - optional

7. Check boxes under each subsection to choose your platforms to use during offboarding:

   1. RMM

   2. PSA - Choose whether to set configs or assets to inactive or fully remove them if supported by your brand of PSA

   3. EDR

   4. Other

   5. Platforms to Offboard From

8. Click Submit.

9. After the first time you use the form, check in your relevant platforms to ensure that the offboarding has been completed. If failure occurs, check the workflow execution logs in Rewst for more information.

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