Quick Offboard Subscriber#

Overview#

Quick offboard subscriber (QOS) offboards a Microsoft subscriber, and moves the subscriber from the site back to the customer level.

This feature provides a simple way to choose a user and to complete the offboard process.

Related Topics

Offboard a Microsoft Subscriber#

This procedure is for Microsoft-only users.

Note

When choosing a hybrid user with Cisco-Microsoft services, you’ll need to work with this user via the Hybrid multi vendor actions. The Hybrid Status Message field displays the user’s hybrid status. See Hybrid Cisco-Microsoft Management

To offboard a Microsoft subscriber:

  1. Log in to the Admin Portal.

  2. Go to MS Subscriber Management > Quick Offboard Subscriber.

  3. Choose the relevant site.

  4. At Username, select the subscriber you wish to offboard.

  1. Click Save.

  2. Verify that the user is de-provisioned and offboarded:

    Note

    The system default for offboarding is to remove the user’s licenses and services. An offboarded user is always moved from the site back to the customer level.

    • Go to (default menus) Microsoft Subscriber Management > Subscribers, and confirm that the value in the Is Licensed column of the list view is false.

    • Click on the subscriber to open their management page, and verify that they have no services assigned (for example, their MS Teams user status should be User not provisioned for MS Teams).

    • Confirm that the user is now at the customer level.

      Note

      When moving a user from the site to the customer level, if that user had a Self-service role at the site, their Self-service role is retained when they move to the customer level and this role is retained if you later move that user to another site.

Important

The offboard transaction requires a sync with the Microsoft Cloud and relies on waiting for incoming new data from Microsoft. For this reason, you may expect some delay (between 30 and 60 seconds), before the user’s new status (unlicensed and/or services removed) displays in Automate. For example, the user may still appear as licensed in Automate, and values such as PhoneSystem may still display as an assigned service in the Automate cache, even though the user is unlicensed and services are removed.

Custom Fields on Quick Offboard Subscriber#

The Quick Offboard Subscriber form allows for the exposure of up to ten custom string fields and up to 10 custom boolean fields to the field display policy you apply to the Quick Offboard Subscriber form (view/MicrosoftSubscriberQos).

Values are:

  • Custom String 1 (customString1) to Custom String 10 (customString10)

  • Custom Boolean 1 (customBoolean1) to Custom Boolean 10 (customBoolean10)

This provides flexibility to add additional details for a subscriber, if required to set specific values that for can example trigger workflows during off-boarding.

Expose Custom Fields on Quick Offboard Subscriber#

This procedure exposes custom fields for view/MicrosoftSubscriberQos.

  1. Log in to VOSS Automate as Provider admin or higher.

  2. Create or update the Customers data model field display policy:

    • Go to (default menus) Customization > Field Display Policies, and locate the entry for target model type view/MicrosoftSubscriberQos.

    • Click on the default field display policy (FDP) for the model (the FDP named default).

    • Clone (copy) the default FDP for the model, and give the clone a new name.

      Note

      You cannot modify default FDPs that ship with the system. This allows you to refer to or revert to a system default at any time, if required.

    • Modify the new FDP (the clone).

      Note

      You can add a new group of fields containing only the new custom fields, or add fields to existing field groups.

    • Save your changes.

  3. Update the dashboard (Automate Dashboards) or menu layout (Menu Layouts) to apply the field display policy, and save your changes.

  4. Log out, then log in again as Provider admin.

    Role-based access profile changes refresh so that you can view the updated menu layouts and field display policies you applied, including new custom fields.