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Knowledge Center

Legacy Park Advisors User Termination and Offboarding

KB00061591
Alex Paul Work Instruction 1 min
PublishedAlex Paulv2.0
Published Oct 10, 2025Expires Jan 9, 2027

LPA - User Termination and Offboarding Instructions


Service Desk


When terminating a user

  1. Disable user in M365 Admin Center and revoke Authenticated sessions
  2. Convert users mailbox to shared mailbox.
  3. Archive OneDrive to Archive Sharepoint site https://legacyparkadvisors.sharepoint.com/sites/TerminatedEmployees/SitePages/CollabHome.aspx
  4. Remove or block product licenses in Microsoft 365 (e.g., Business Premium).
  5. Log in to the domain controller with an admin account (see 1Password).
  6. Open Active Directory Users and Computers.
  7. Navigate to the user’s current Organizational Unit (OU), typically found using user information or referencing the original department/OU.
  8. Find and right-click the user account, verify account is disabled if not select Disable Account to disable the user.
  9. Drag and drop (or right-click > Move) the disabled user account to the Disabled Users OU.
  10. Remove the user from any groups.
  11. Notify relevant stakeholders or confirm the deactivation per your process/ticket.