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Offboarding Agent

I need to offboard an agent

Archiving an agent in Brivity automatically triggers the offboarding process and removes their access to all PLACE tools and benefits.

Offboarding steps

To offboard an agent in Brivity, archive them in Brivity — this automatically removes their access to all PLACE tools and benefits. For the complete offboarding checklist, see Agent Offboarding Steps.

  • Trigger: Once the agent is archived in Brivity, the offboarding process begins automatically and removes their access to all PLACE tools and benefits. For a full list of affected tools and benefits, see Agent Offboarding Steps.
  • Note: Suspending an agent does not remove their access to PLACE tools or benefits.
  • Related: To learn how to archive an agent, see Archive Users in Your Account in the Brivity Knowledge Base. To learn about the difference between archiving and suspending an agent, see Suspend Users in Your Account in the Brivity Knowledge Base.
  • Important: Archiving an agent is permanent and cannot be undone. Ensure all leads, tasks, and data have been reassigned before archiving.