Offboarding Pipeline: Apps

Section Description

The Apps tab in the offboarding process is a critical tool that allows the admin to securely and efficiently remove an employee's access to corporate accounts. This section facilitates streamlined account management by enabling the admin to revoke, review, and edit access as part of the employee's offboarding process.

Features List

• Revoke account access
• Edit app credentials
• View app credentials

Feature Overview

Revoking Access to Corporate Accounts

To revoke access to a corporate account, click the Delete icon next to the app.

In the confirmation pop-up window, review the details and confirm the action. Once completed, the app will be removed from the employee's list of assigned applications.

Important: Deleting credentials in the platform does not automatically revoke the employee’s access to their accounts. To fully restrict access, you must revoke permissions directly within the third-party software’s interface.

Edit App Credentials

If necessary, admins can update or correct login credentials for an account before or during the offboarding process. To do this, click the Edit icon next to the app. In the pop-up window, enter the updated credentials and click Save to confirm. This ensures that the credentials remain accurate and secure during the transition.

View App Credentials

To view credentials, click the Eye icon next to the login or password.