When someone leaves, a manager with Manage people access can tidy everything up in one go.
- In the client portal, go to People and press Someone’s leaving, then choose who.
- Choose where their calls go now: to someone else, to someone else’s voicemail, or to their own voicemail for now. Choose who takes their numbers.
- Choose whether to Pass on their voicemails or leave them in their mailbox.
- Choose which of their phones to remove.
- Choose what happens to their extension (keep it as a spare, or remove it) and their login (remove it, or switch it off for now).
- Check it all and press Do it.
Good to know
- Want it to happen on their last day rather than now? Raise a request with the date and we’ll do it for you.
- Their Microsoft 365 account, email and laptop are separate: let us know and we’ll handle those too, keeping a copy of their email if you need it.