Microsoft: User 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 Microsoft: User Offboarding Crate do?

Our Microsoft: User Offboarding Crate streamlines the offboarding process for users within an organization, for time savings and increased efficiency. The automation is triggered via a form submission, allowing designated personnel to initiate the offboarding tasks.

• Detailed ticketing: Automation logging steps that are done throughout the offboarding process are documented by logging entries to the ticket, via a single note, making it easier to tell where an issue occurred and what steps were performed.

• Efficiency: Streamline the user offboarding process by increasing time savings and decreasing the potential for user error.

• Security: Ensure that necessary offboarding steps are performed when an account is terminated.

This Crate does not handle On-Prem Exchange and will only handle Exchange functionality via Office 365.

Crate prerequisites

The Microsoft Cloud Integration Bundle must be set up before unpacking this Crate.

Identity provider configuration

• Azure AD Only

• Hybrid On-Prem and Azure AD: Synced

• Hybrid On-Prem and Azure AD: No Sync

• On-Prem Only

Set up the Microsoft: User Offboarding Crate

1. Navigate to Crates > Crate Marketplace in the Rewst platform.

2. Search for Microsoft: User Offboarding.

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Click Unpack.

Use the Microsoft: User Offboarding Crate

1. Navigate to Automations > Workflows in the Rewst platform

2. Search for Microsoft: User Offboarding.

3. Click into the workflow.

4. Click to navigate to the trigger.

   
5. Click View Direct URLs.

6. Select the company you'd like to use to test the workflow. Copy the URL and paste it into a new window.

   
7. Fill out the form as appropriate for the company and user you are offboarding. Make sure to click Submit at the end of the form.

   
8. Once the form is submitted, the workflow will begin to run. To view the results, click in the workflow editor page.

   
9. Click into the results to see the execution results with successes and failures, if there are any.

Org variables in use for the Microsoft: User Offboarding Crate

For information specific to these org variables please review our guidance organization variables here.

Note that org variables not found in the organization variables documentation are typically system variables that are handled by the integration mappings.

If you haven't done so already, it's recommended that you run the org variable configuration crate, which will help you set org variables that are relevant to you and your customer's environments.

• agent_smith_is_installed

• automation_task_new_user_time

• automation_task_offboard_user_time

• azure_iothub_name

• azure_iothub_resource_group

• azure_iothub_subscription_id

• cwControl_CompanyName

• cw_automate_client_id

• cw_control_session_group_override

• cw_manage_company_id

• datto_company_id

• datto_note_type

• datto_rmm_site_id

• default_psa

• default_rmm

• failure_email

• freshdesk_company_id

• halo_psa_client_id

• halo_ticket_site_name

• immybot_tenant_id

• kaseya_bms_account_id

• kaseya_vsa_10_scriptid

• kaseya_vsa_org_id

• kaseya_vsa_x_org_id

• nable_customer_id

• nable_device_filter_id

• nable_rewst_powershell_script_id

• new_user_approval_email

• ninja_org_id

• ninja_run_as_user

• no_azure_ad

• no_ticket_time

• onprem_no_adsync

• preferred_domain_controller

• primary_domain_controller

• primary_identity_provider

• priority

• psa_alert_ticket_type

• psa_all_notes_internal

• psa_datto_default_issue_type

• psa_datto_default_sub_issue_type

• psa_datto_default_ticket_category

• psa_datto_default_ticket_type

• psa_default_agreement_name

• psa_default_board_id

• psa_default_tech_id

• psa_default_tech_workrole

• psa_default_tech_worktype

• psa_default_ticket_impact

• psa_default_ticket_priority

• psa_default_ticket_source

• psa_default_ticket_status

• psa_default_ticket_urgency

• psa_halo_cab_id

• psa_halo_cab_type

• psa_halo_ticket_outcome_completed_task

• psa_new_user_ticket_subtype

• psa_new_user_ticket_type

• psa_no_ticket_time

• psa_offboarding_user_ticket_item

• psa_offboarding_user_ticket_subtype

• psa_offboarding_user_ticket_type

• psa_ticket_status_completed_task

• psa_ticket_status_waiting_input

• require_approval_for_offboarding_users

• rmm_preferred_adconnect_server

• servicenow_account_id

• time_entry_ticket_status