Offboarding

This guide walks you through the process of disconnecting a client from Optimize365.

Table of Contents

1. Disable Connections in Optimize365
2. Remove Enterprise Applications from Entra

Step 1: Disable Connections in Optimize365

Before removing the Enterprise Applications from Entra, you must first disable the connections in Optimize365:

1. Navigate to https://app.optimize365.io  and log in
2. Select the client you want to offboard
3. Toggle off CONNECT
4. Toggle off REMEDIATION

Step 2: Remove Enterprise Applications from Entra

After disabling the connections in Optimize365, remove the Enterprise Applications from the client’s Microsoft Entra:

1. Go to Microsoft Entra (entra.microsoft.com)

2. Navigate to Enterprise Applications

3. Search for “optimize365”

   

4. For each of the following applications, perform the removal steps:

   • Optimize365-ReadOnly
   • Optimize365-Write

To remove each application:

1. Click on the application name

2. Go to Properties

3. Click Delete

   

4. Confirm the deletion

Repeat this process for both applications.

If you have any questions during the offboarding process, feel free to contact our support team at [email protected].