User Flows help administrators streamline, simplify, and automate user lifecycle management within managed environments. By creating a user flow template, you can define a schedule of actions to perform on a user's account before, on, and after a defined lifecycle event (for example, an employee's leaving date). Nerdio Manager can push these templates to multiple customer accounts, ensuring a consistent approach across multiple managed environments. The User Flows feature supports user offboarding at launch, with support for more user lifecycle events planned for future releases.
User Flows are especially valuable for Tier 2 and Tier 3 MSPs, as they ensure user lifecycle management is executed consistently and reliably, reducing the risk of human error and improving operational efficiency.
With the offboarding user flow, MSP administrators can create a template that defines the offboarding process. Each template supports a variety of actions (such as disabling a user account or converting a mailbox to a shared inbox) that can be scheduled to occur before, on, and after the date on which the user leaves the organization. Administrators can also specify the exact date and time when each action should take place. Once triggered, the offboarding process runs automatically as a chained sequence of actions.
This feature is primarily intended for administrators and engineers managing the environment.
The Send Email action allows you to include automated email notifications as a discrete step within a User Offboarding flow. This gives you flexibility to notify stakeholders — such as managers, IT teams, or the departing user — at any scheduled point in the offboarding process, independent of other actions.
Litigation Hold (also known as In-Place Hold) preserves a user’s Exchange Online mailbox content for legal or compliance purposes, preventing items from being permanently deleted or modified. Litigation Hold is available as an action within User Offboarding Flows, allowing MSPs to automate this compliance step as part of their standard offboarding process.
The following Nerdio Manager roles allow you to manage User Flows:
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MSP Admins can create offboard templates and run them.
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Help Desk Users can run the created templates for users in their environment.
Following the Principle of Least Privilege (PoLP), you can define one or more Nerdio Manager custom role(s) to manage User Flows. The following access levels allow users to manage aspects of the feature:
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MSP Admins allows the admin to manage User Flows.
The following procedures guide you through configuring and managing User Flows:
No additional preparation or configuration is necessary when deploying User Flows at scale.
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