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Quick summary
  • You offboard someone from their sheet on the People tab to block their sign-in to the workspace and the staff portal.
  • Offboarding takes effect immediately and has no undo, so bringing someone back means inviting them again.
  • Add a leaver to the Offboard group first, so an Admin can complete their offboarding checklist before you remove their access.

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Before you remove them

Adding someone to the Offboard group assigns them its offboarding checklist, so work through it before you remove their access. It’s an Administrative checklist, so an Admin completes it for them and the leaver never sees it on their portal.

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Offboard someone

1

Open their sheet and click Offboard user

On the People tab, click the person, then click Offboard user.
The bottom of a person sheet showing the Roles and Groups section with the CSO role, and the Offboard user and Close buttons in the footer, with Offboard user highlighted

The bottom of a person's sheet, with Offboard user highlighted. Roles & Groups, just above it, shows what they hold.

2

Confirm

Assuric asks “Are you absolutely sure?” Click Remove.
The Are you absolutely sure? dialog saying User paul@assuric.com will no longer have access to your workspace or staff portal, with Cancel and Remove buttons

The confirmation. Remove takes their access away straight away.

There’s no undo. Their sheet then says to “Create a new invite to re-add them”, so bringing someone back means inviting them again.

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What happens after

Their record stays, but the People tab hides people who’ve left until you tick Removed in the Account Status filter.
What we recommendReassign what they own before you offboard them, as roles and document assignments don’t move by themselves. Roles & Groups on their sheet shows what to hand over.

Assigning owners and responsibilities

The Offboard group and its checklist, and groups versus roles generally.

Roles and groups

What each role means, so you know who should take it over.