Move a Microsoft user between sites using offboard and onboard#

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To move a user between sites in Automate, the recommended approach is to offboard the user from a voice perspective, then onboard the user in the new site. Moving the user in this way allows the user to be assigned a new number and updated policies, for example, emergency, from the new site.

To move a user between sites:

  1. Run Offboard User for the user that needs to be moved.

    • The user’s existing voice configuration is removed, and if configured, their licenses are left in place. Other services aren’t impacted.

    • The user and their related services are moved back to the customer level, ready to be onboarded in the new site.

  2. Onboard the user into the new site, using your typical process - for example, Microsoft Quick User.

    The user is moved to the new site with the correct voice services for the new site.

Note

You can follow this workflow even if the user is going to be keeping the same number. If the number sits at a level available to the new site (for example, customer or intermediate node), then no additional step is required.

If the number sits in the inventory in the old site (the site the user is moved from), you’ll need to move the number in the inventory to either a shared level, such as customer, or to the new site, before running the onboarding step above.

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