A practical Microsoft 365 offboarding checklist for protecting company data and preserving business access.
Secure the account promptly
Block sign-in, reset credentials where appropriate, revoke active sessions, and make sure company access is removed at the correct time.
Preserve business information
Determine what needs to happen to email, OneDrive files, shared documents, Teams data, contacts, and business records before licenses are removed.
Transfer responsibilities
Forward or delegate email when appropriate, transfer file ownership, update shared accounts, and make sure customers and vendors are not left contacting an unattended mailbox.
Do not forget devices and third-party services
Microsoft 365 is only part of offboarding. Company computers, VPN access, line-of-business applications, password managers, phone systems, and other cloud services also need review.
Turn the guidance into a practical IT plan.
SetPoint IT helps Spokane-area businesses keep technology reliable, secure, and easier to manage.
Note: Technology, licensing, insurance, and security requirements change over time. Verify current vendor, carrier, and regulatory requirements before making a decision.