> For the complete documentation index, see [llms.txt](https://helpdesk.augmentt.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.augmentt.com/configuration/offboarding-a-client.md). # Offboarding a Client When you stop servicing a customer, you'll want to fully remove them from Augmentt — both the account record in the portal and any lingering access Augmentt still has inside their Microsoft or Google environment. Follow these steps in order. {% hint style="info" %} This is different from **offboarding an end user** (an employee leaving a client company). That process — converting mailboxes, revoking licenses, disabling the account — lives in Augmentt Engage's user offboarding workflow, not here. This article covers removing an entire **client/company** from your Augmentt tenant. {% endhint %} ## Step 1: Disconnect the Microsoft or Google integration In the Augmentt portal, go to **Configuration > Integrations**, find the connected integration (M365 or Google Workspace) for the client you're offboarding, click the three dots in the top-right corner of that integration card, and select **Disconnect Integration**. **Optional cleanup for M365 clients:** you can also remove the Augmentt Engage Enterprise Application from the client's Azure AD/Entra tenant: 1. Log in to the Azure portal at [aad.portal.azure.com](https://aad.portal.azure.com/). 2. Select **Enterprise Applications** from the navigation menu. 3. Click on **Augmentt Engage** in the application list. 4. Select **Properties**, then click **Delete**. This step isn't required to disconnect the integration, but it clears out any remaining Augmentt footprint in the client's Microsoft environment — useful if the client (or their compliance team) wants confirmation that no third-party app access remains. ## Step 2: Uninstall the Augmentt Agent (if deployed) If the client had the Augmentt Agent installed for Discover, uninstall it from their endpoints as part of the offboarding process. ## Step 3: Deactivate the company In the Augmentt portal, go to **Configuration > Companies**, click the three dots to the far right of the company you're removing, and select **Deactivate Company**. {% hint style="success" %} Deactivated companies aren't deleted immediately. They're retained for **30 days**, during which you can reactivate the account without losing data or users — useful if a client comes back, or if you deactivated the wrong company by mistake. {% endhint %} ## Deleting a deactivated company permanently If you want a deactivated company removed outright rather than waiting out the 30-day retention window, go to **Configuration > Companies**, find the deactivated company, click the three dots, and select **Delete Company**. After 30 days, deactivated companies age out and are removed automatically — this manual delete option is for when you don't want to wait. ## Related settings you may want to check first Before fully offboarding, it's worth reviewing 2FA/MFA settings for any users still tied to the account — see [Enabling 2FA for Portal Users](/configuration/enabling-2fa-for-portal-users.md). If the client used Google Workspace rather than M365, note that scheduled offboarding for individual Google Workspace users currently isn't available in Engage the same way it is for M365 — plan for a manual process if you're offboarding GWS end users as part of this cleanup. ## Common issues to watch for | Issue | What to know | | ------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Company won't go away after "Delete" | Deactivated companies are retained 30 days by design before permanent removal; deletion isn't instant. | | License Center still lists a deactivated company | This has been reported after deactivation — if a deactivated company keeps showing up where it shouldn't (e.g., License Center), contact support rather than assuming it's still active. | | Reactivating after deactivation | Reactivation within 30 days restores data and users — after that window, the company (and its data) is gone. | {% hint style="warning" %} Exact UI labels for individual steps (e.g., whether it reads "Delete Company" verbatim in every portal version) weren't independently verifiable in this session — confirm current wording against the live portal before treating this as pixel-exact. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. 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