✓ Microsoft Verified Partner · MPN #7116548

Up and running in 10 minutes

This guide covers everything from signing up to running your first automated M365 offboarding. No calls required — everything is self-service.

Start free trial →View pricing

1. Quick Start

Create your account

Go to offboardiq.cmdfleet.com/auth/signup and enter your name, work email, and password. You'll start a free 14-day trial automatically — no credit card required.

Complete the onboarding wizard

After signup you'll land on the 3-step wizard:

Step 1 — Name your organisation
Step 2 — Invite your team (optional, you can skip)
Step 3 — Connect your Microsoft 365 tenant (see Section 2)

You're in

After the wizard you land on the dashboard. Your first offboarding is one click away.

💡Your 14-day trial includes full access to all features including compliance PDFs, Azure AD sync, and up to 10 employees. No feature is locked behind the trial.

2. Connect Azure AD

OffboardIQ connects to your Microsoft 365 tenant via the Microsoft Graph API. You need to be a Global Administrator in your Azure AD to complete this step.

Go to Settings → Integrations

In the left sidebar, click Settings → Integrations. Click Connect Microsoft 365.

Authorise in Microsoft

You'll be redirected to the Microsoft login page. Sign in with your Global Admin account and click Accept to grant OffboardIQ the required permissions:

User.ReadWrite.All — disable/enable accounts
Directory.ReadWrite.All — remove from groups
DeviceManagementManagedDevices.ReadWrite.All — wipe Intune devices
Mail.ReadWrite — archive and forward email

Choose your sync scope

After connecting you can choose:

Full tenant sync — imports all users from your Azure AD. Best for single-company accounts.
Group-scoped sync — only syncs users in a specific Security Group. Best for MSPs managing client tenants, or companies that want to limit scope. Enter the Security Group Object ID in the field provided.

Run your first sync

Click Sync Now. Your employees will appear in the Employees directory within 30 seconds.

⚠️OffboardIQ is a Microsoft Verified Partner(MPN #7116548). The consent screen will show "OffboardIQ" as the publisher. If you see an unverified warning, contact us — it may mean your tenant admin hasn't yet accepted the app for your directory.

3. Your First Offboarding

Triggering an offboarding runs a 9-step automated pipeline against the employee's Microsoft 365 account. The whole thing completes in under 5 minutes.

Go to Offboarding → New Offboarding

Select the employee from the dropdown. If they don't appear, run an Azure AD sync first (Employees → Sync with Azure AD).

Choose immediate or scheduled

Run now — pipeline starts immediately
Schedule — pick a future date/time. The system fires automatically at that moment.

Watch the 9-step pipeline

The pipeline card shows live status for each step:

Disable Azure AD accountBlocks all logins immediately

Reset passwordRandomises to prevent re-entry

Revoke all sessionsSigns out all active devices

Remove MFA devicesRemoves authenticator apps

Remove admin rolesStrips any admin permissions

Forward emailRoutes incoming mail to manager

Set out-of-officeAuto-reply to inbound senders

Wipe Intune devicesRemote wipes enrolled devices

Generate compliance PDFSigned audit trail, stored securely

Download the compliance PDF

After completion go to Reportsto download the signed compliance PDF. It includes a timestamped log of every action, the employee's name, and your Microsoft Verified Partner credentials.

💡Amber steps (e.g. "No Intune devices found") are non-blocking warnings — the pipeline continues and the step is marked as skipped with a reason logged in the PDF.

4. Plans & Billing

Plan	Monthly	Yearly	Employees
Starter	$49/mo	$490 (save 17%)/yr	50
Business	$149/mo	$1,490/yr	200
MSP	$399/mo	$3,990/yr	Unlimited (10 tenants)

Upgrade from trial

Go to Billing in the sidebar. Select a plan, choose monthly or yearly, and enter your card. Your card is processed securely via Stripe — OffboardIQ never stores card details.

Change your plan

Go to Billing → Subscription and click Change Plan. Upgrades take effect immediately. Downgrades take effect at the end of the billing cycle.

Download invoices

All invoices are available under Billing → Invoicesas branded PDFs — ready for your accounts team.

💡Yearly plans are billed upfront and save 17%. You can switch between monthly and yearly at any time from the Billing page.

5. Team & Permissions

OffboardIQ uses role-based access control. Invite as many team members as you need — there's no per-seat charge.

Role	Can do	Cannot do
Owner	Everything including billing and deletion	—
Admin	All actions, invite team, manage settings	Cannot manage billing
Manager	Trigger offboardings, manage employees	No team/settings/billing
Viewer	View all data and reports	No actions

Invite a team member

Go to Team → Invite Member. Enter their work email. Invites are domain-locked — only emails matching your organisation's domain are accepted.

Change a role

In the Team list, click the role dropdown next to any member and select a new role. Changes take effect immediately.

Remove a member

Click Remove next to a member. They are signed out of all active sessions immediately — no waiting for token expiry.

6. Integrations

OffboardIQ connects to your existing IT tools so nothing falls through the cracks when an employee leaves. Configure real-time notifications and ticket creation via Automations in the sidebar.

🟪

Microsoft Teams

Channel notifications + auto-remove from Teams

💬

Slack

Post to any channel when offboarding completes

🔵

Jira

Auto-create IT tickets for every offboarding

🟢

ServiceNow

Open/close incidents via REST API webhook

🟪 Microsoft Teams

OffboardIQ automatically removes employees from Teams channels as part of the pipeline (Step 8). You can also receive a Teams message the moment any offboarding completes.

Create an Incoming Webhook in Teams

Open Teams → go to the channel you want alerts in (e.g. IT-Alerts) → click ⋯ More options → Connectors → search for Incoming Webhook → click Configure.

Microsoft Teams — Channel Connectors

≡IT-Alerts›Connectors

🔗

Incoming Webhook

Send data from an external service to a Teams channel

Webhook name

OffboardIQ Alerts

Webhook URL (copy this)

https://prod-xx.westus.logic.azure.com/workflows/abc123.../run...

Name it and copy the URL

Type a name like OffboardIQ Alerts, click Create, then copy the webhook URL shown.

Add the rule in OffboardIQ

In OffboardIQ go to Automations → + New Rule. Set Trigger = Offboarding completed, Action = Send webhook notification, paste the Teams URL, click Save.

OffboardIQ — Automations › New Rule

Trigger

Offboarding completed▼

Action

Send webhook▼

Webhook URL

https://prod-xx.westus.logic.azure.com/workflows/abc123.../run...

💡Teams will now post a message with the employee name, pipeline status, and completion time whenever an offboarding finishes — even for scheduled offboardings that run overnight.

💬 Slack

Post offboarding alerts to any Slack channel using a Slack Incoming Webhook. No Slack app install required — just a webhook URL.

Create a Slack app with Incoming Webhooks

Go to api.slack.com/apps → Create New App → From scratch. Name it OffboardIQ and pick your workspace.

Enable and copy the webhook URL

In the app settings, go to Incoming Webhooks → toggle Activate → click Add New Webhook to Workspace. Choose the channel (e.g. #it-offboarding), click Allow, then copy the URL.

api.slack.com — Incoming Webhooks

OffboardIQ— Your Workspace

Incoming Webhooks

Off

Webhook URL for #it-offboarding

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Add the rule in OffboardIQ

Same as Teams: Automations → + New Rule → Trigger: Offboarding completed → Action: Send webhook → paste the Slack URL → Save.

💡Slack messages include the employee name, timestamp, and a link to the compliance PDF. You can add multiple rules to fire on different triggers — e.g. also alert on Offboarding started so the IT channel knows immediately.

🔵 Jira Service Management

Automatically create a Jira IT ticket when an offboarding completes — keeping your service desk in sync with HR without manual input.

Create a Jira Automation webhook trigger

In Jira, go to your IT project → Project Settings → Automation → Create rule. Add a trigger: Incoming webhook. Jira will generate a webhook URL — copy it.

Jira — Project Automation › New Rule

IT Operations›Project Settings›Automation

Select a trigger

○Issue created

○Issue transitioned

○Scheduled

●Incoming webhook

Your webhook URL

https://automation.atlassian.com/pro/hooks/abc123def456...

Configure the action to create a ticket

In the same rule, add an action: Create issue. Map fields — Project: IT Ops, Issue Type: Task, Summary:Offboarding: {{webhookData.employee}}.

Add the rule in OffboardIQ

Automations → + New Rule → Trigger: Offboarding completed → Action: Send webhook → paste the Jira webhook URL → Save.

💡Each completed offboarding creates a traceable Jira ticket automatically. Your IT team can use these tickets for change management records and SLA compliance.

🟢 ServiceNow

For enterprises using ServiceNow ITSM, OffboardIQ can open or close incidents via ServiceNow's REST API the moment an offboarding completes.

Get a ServiceNow REST endpoint and credentials

In ServiceNow, go to System Web Services → REST API Explorer. Find the incident orsc_task table. Copy the API endpoint URL. Create a service account or generate an API key with itil role.

ServiceNow — REST API Explorer

System Web Services›REST API Explorer

Namespace

now

API Name

Table API

Table

incident

Base API URL

https://yourinstance.service-now.com/api/now/table/incident

POSTCreate new incident record

Add the rule in OffboardIQ with auth header

Automations → + New Rule → Trigger: Offboarding completed → Action: Send webhook → paste the ServiceNow API URL. Add a custom header:Authorization: Basic {base64(user:password)} orAuthorization: Bearer {api_token}.

OffboardIQ — Automations › ServiceNow Rule

Trigger

Offboarding completed

Action

Send webhook

Webhook URL

https://yourinstance.service-now.com/api/now/table/incident

Custom header (optional)

Authorization

Bearer sn_api_key_here

💡ServiceNow will receive a JSON payload with the employee name, offboarding ID, completion timestamp, and pipeline results. Map these fields to your incident template using ServiceNow's scripted REST transform.

7. Cancel & Data Export

Cancel your subscription

Go to Billing → Subscription → Cancel Plan. Your account stays active until the end of the current billing period. After that it downgrades to a read-only free tier — your data is not deleted.

Export your compliance data

Before cancelling, go to Audit → Export CSVto download a full audit trail. All compliance PDFs can be downloaded individually from Reports.

Request full data deletion

Email admin@cmdfleet.com with subject Data Deletion Request. We'll permanently delete all your organisation data within 30 days in accordance with GDPR Article 17.

⚠️Compliance PDFs contain legally significant records. We recommend downloading and archiving them before cancellation — even if you're switching to another tool.

8. Get Help

OffboardIQ is designed for IT professionals who can self-serve. Most questions are answered in this guide. For anything else:

📧

Email support

For bugs, billing issues, or anything that needs a human.

admin@cmdfleet.com

📖

In-app docs

Detailed technical docs available inside the dashboard.

Open in-app docs →

🐛

Found a bug?

Tell us exactly what happened and we'll fix it fast.

Report a bug →

💳

Billing questions

Invoices, receipts, refunds, and plan changes.

billing@cmdfleet.com

💡We respond to all emails within 1 business day. For production outages, mark your email subject with [URGENT]and we'll prioritise it.