Offboard Licenses block

Oomnitza's Offboard Licenses Workflow block allows users to remove both desktop and SaaS Licenses from a user when changes occur within Oomnitza. For example, a user's licenses can be revoked when that user's status changes to Offboarding. The workflow block is organized in 3 tabs: Information, Recipients and Message.

Information

The Information tab is used to name the Offboard Licenses block and define its function. There are two checkboxes on the tab, Desktop and SaaS. Desktop will remove the user from all assignments to Desktop and Desktop contracts. SaaS will remove the user from all assignments to SaaS Contracts and also set the flag Delete in SaaS within the user's SaaS User record for all SaaS Software that the user is assigned to. This flag will then allow you to trigger individual SaaS Users workflows on a schedule for each of the SaaS Systems to check on this field and then delete the user from the underlying SaaS System, do any additional user clean up in that SaaS System like reassigning objects to different people and eventually to the deactivate the user using the Archive block. 

Recipients

From the Recipients tab, you can specify the user(s) who will receive a given Approval email.

Message

Within the Message tab you can define the subject line and message itself. Within both, you also have the option to use metadata fields by placing the cursor at the location for such field and then picking it from the list of available fields by clicking on {…} . 

The message will also automatically include a list of the licenses that were un-associated with that user. That list includes the following fields: Software Name, Contract Name, Contract Type, License Key

Note
You may configure the header and footer of the approval email by configuring the email.header and email.footer variable in Global Settings table