Remove Contact (User) for RMM Customer

Remove Contact (User) for RMM Customer

Use ticket category: Administrative Change/Request
Confirm the ticket contact field is populated
Choose ticket template "[Current Customer] Remove Contact/User for Current RMM Customer"
Save. 
Saving the ticket with this template causes an email to go to the ticket contacts and the primary resource. (The notification template in AT is called "[EXTERNAL] Send User Off-boarding Form to Ticket Contact")
The email contains a link to the offboarding form at https://geekgirlsit.com/user_offboarding/ and the ticket number. 
The customer contact fills out and submits the form and offboarding can proceed. 

    • Related Articles

    • New Authorization Contact for Current Customer - Workflow

      In AT ticket, choose category Administrative Changes. Choose ticket template "[Current Customer] Add or Replace Authorization Contact for Current RMM Customer." The notification section of this template causes the ticket contact to receive an email ...
    • Providing Permission to Install/Remove Software to RMM End Users

      Overview The purpose of this article is to specify our policies regarding giving RMM end users the ability to perform actions on their workstation that may cause corruption or security breaches. The two main areas of concern are: Allowing customers ...
    • Customer is Demanding on End User support but is not a help desk customer

      I scheduled your appointment for today as a courtesy; however, I'd like to remind you that this accommodation is an exception. Generally, we can’t accommodate end user support on such short notice. Your current RMM agreement does not guarantee a ...
    • Customer Offboarding Letter Template

      Dear Customer, The purpose of this letter is to assist with your transition from Geek Girls IT Services ("Consultant") to your new IT service provider. We understand that this is a process and may require scheduled timing of services to be ...
    • Workflow: New User (New Contact) for Current Customer

      Any time a new user is onboarded, whether the customer explicitly says so or not, you (the person responsible for the ticket at any given time) must perform the following action to ensure they are properly onboarded in our systems and in the ...