How to Set Up an Action Set for OffBoarding G Suite Users
Select GAT Flow
On the left-hand side under Configuration select Flow
Add New Action Set – Offboarding
The menu on the left-hand side, select Action set then on right-hand side select Add new action set
Add an Action set name and set the type for Offboarding
For this use case, we offboarding sales team and adding the actions
When you choose the options and fill in the details click the Save button.
The saved Action set will be displayed alongside the other saved Action sets. It can be edited or deleted from the icons on the right side.
To use the Action set select Create workflow (left-hand menu) set up a name and set the type to OffBoarding.
Click Next to proceed
Select the users you want to OffBoard by choosing individual users, groups, or OU.
Once you select the users, click on Proceed to actions to go further
In choose actions, select predefined action set above the actions on the left-hand side.
A pop-up window will appear with all the action sets for OffBoarding – pick the one we just created (offboard sales team)
Select the option and actions associated with the set will be displayed. Click on Approve to load the filter
The options will be loaded, you can edit the actions add new or remove the existing one.
Send approval request
When ready with the actions, click on Send approval request. Pop up window with a warning message will be displayed.
Note: The users will be deleted once approved
The Security officer will receive an email for approval. They will see what are the actions that will take effect when approved.
When the job is approved. The actions will take into effect. The result can also be seen in Workflow
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