Onboarding/Offboarding Users
This feature enables Neo to automatically process incoming tickets for user onboarding and offboarding in Microsoft Entra and Exchange. Neo can parse ticket content, extract relevant information, and perform necessary actions to onboard new users or offboard existing users without manual intervention.
How it Works?
Neo analyzes the incoming ticket content and determines whether it’s an onboarding or offboarding request.
For onboarding requests:
- Neo extracts user information such as name, email, job title, and required licenses.
- It creates the user account in Microsoft Entra (formerly Azure AD).
- Neo assigns appropriate licenses and adds the user to specified distribution groups.
- It creates a contact in your PSA system.
For offboarding requests:
- Neo identifies the user to be offboarded.
- It resets the user’s password and blocks sign-in.
- Neo revokes all assigned licenses.
- It optionally converts the mailbox to a shared mailbox and sets up email forwarding.
- If required, Neo migrates user’s OneDrive files and wipes their mobile device.
- Neo deactivates the user’s contact in your PSA system.
Throughout the process, Neo communicates with the appropriate teams and end-clients, providing status updates and necessary information.
Benefits
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EfficiencyAutomates time-consuming onboarding and offboarding tasks, reducing manual work.
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ConsistencyEnsures a standardized process for every user, minimizing errors and oversights.
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ScalabilityHandles multiple requests simultaneously without compromising quality.
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ComplianceHelps maintain security by ensuring proper offboarding procedures are followed.
FAQs
Neo integrates with your existing approval processes. It can check for approvals in ticket notes and can also send adaptive cards to designated approvers via Teams for consent before proceeding with critical actions.
Neo can be configured to handle custom steps. It allows Neo to communicate any additional, organization-specific steps that need to be taken manually.
Neo can work with different license management systems, such as Pax8 or Microsoft Partner Center. It checks for available licenses, purchases new ones if necessary, and assigns them to the user as specified in the onboarding request. For offboarding, Neo revokes the license from the license management system.
Yes, Neo has built-in error handling. If it encounters issues during any step (e.g., unable to create a user or assign a license), it will log the error, notify the appropriate team, and continue with the remaining steps if possible.
Neo uses secure authentication methods to interact with Microsoft services and your PSA system. It also includes features like human-in-the-loop approvals for critical actions, ensuring oversight on sensitive operations.
Yes, Neo can handle complex scenarios. It can initiate file migrations, wipe mobile devices, and convert mailboxes to shared mailboxes. Some actions may require additional integrations or manual steps, which Neo will communicate clearly.
Neo generates detailed messages for both the MSP team and the end-client. These messages include summaries of actions taken, any issues encountered, and next steps if applicable.
Yes, the processes can be customized. You can configure which steps Neo should take, add custom instructions, and specify approval workflows to match your organization’s specific needs.
Yes, Neo is designed to be flexible. It can execute partial processes and resume interrupted tasks, adapting to various scenarios and requirements as needed.
