Offboarding Users (When Someone Leaves)

So, someone’s leaving your team and it’s time to offboard them. No stress! We’ve put together a clear, step-by-step guide to help you wrap things up smoothly, protect your data, and keep everything tidy. When someone moves on, here’s how to keep things clean and secure:

Types of Offboarding

Offboarding isn’t one-size-fits-all. Here are the two main ways you can handle it, depending on your situation:

Important distinctions to note before suspending or deleting a user:

• Suspending and/or deleting a user is not possible until all messaging channels are disconnected!
• If you delete a user, you can reuse their email address to create a new account. If the user is suspended, you won’t be able to create another account using that same email until the original user is deleted.

Suspending a User

• Suspending a user prevents the user from being able to log in to the system, but keeps the user’s data in SnippetSentry.

Deleting a User

If they’re gone for good and you don’t need their data anymore, deletion is the way to go.

• Deleting a user totally removes their access to and account information from SnippetSentry only–any messages to or from the user sent before channel disconnection will remain in your archive
• Deleting a user frees up a license for someone else
• Note: Deleting a user is not possible until all messaging channels are disconnected!

How to Offboard a User (Step-by-Step)

Here’s your go-to checklist for offboarding a user:

1. Log in to your Admin Dashboard at app.snippetsentry.com
2. Navigate to the “Manage Users” tab
3. Click on the name of the user to bring up the “Modify User” tab
4. Scroll all the way to the bottom and ensure the user is disconnected from all messaging channels (iMessage, WhatsApp, and/or Android)
5. Above the Channel Status Table, there are 3 button options: Reset Password, Suspend, and Delete.
6. Select “Suspend” to suspend the user from your account (login will not be possible for the user).
7. Select “Delete” to delete the user from your account. Login will not be possible for the user, and all data pertaining to the user will be deleted from SnippetSentry.

Note: Deleting a user is not possible until all messaging channels are disconnected!

For a step-by-step walkthrough of how to disconnect a user, click here.

For a step-by-step walkthrough of how to disconnect and delete a user, click here.

For a step-by-step walkthrough of how to delete a user, click here.
 

Offboarding is more than just hitting “delete”—it’s about making sure everything’s secure, nothing’s lost, and the next person can step in easily if needed.

Need help with anything? Reach out to our support team—we’re always happy to help you walk through it.